Bordeaux Wealth Advisors’s Lyft LYFT Stock Holding History

Bordeaux Wealth Advisors’s Portfolio LYFT Stock Details LYFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-13,161	Closed	-$168K	–	167
2024 Q3	$168K	Hold	13,161	–	–	0.03%	157
2024 Q2	$186K	Hold	13,161	–	–	0.04%	136
2024 Q1	$255K	Sell	13,161 -31	-0.2%	-$475	0.08%	92
2023 Q4	$198K	Sell	13,192 -27,178	-67%	-$316K	0.07%	108
2023 Q3	$426K	Hold	40,370	–	–	0.17%	59
2023 Q2	$387K	Hold	40,370	–	–	0.16%	69
2023 Q1	$374K	Hold	40,370	–	–	0.19%	76
2022 Q4	$445K	Hold	40,370	–	–	0.24%	56
2022 Q3	$532K	Sell	40,370 -205	-0.5%	-$3.15K	0.33%	48
2022 Q2	$539K	Sell	40,575 -89	-0.2%	-$2.08K	0.37%	46
2022 Q1	$1.56M	Sell	40,664 -25,539	-39%	-$1M	0.84%	23
2021 Q4	$2.83M	Buy	66,203 +6,739	+11%	+$315K	1.3%	19
2021 Q3	$3.19M	Buy	59,464 +1,873	+3%	+$99.3K	1.81%	15
2021 Q2	$3.48M	Buy	57,591 +8,584	+18%	+$494K	2%	13
2021 Q1	$3.1M	Buy	+49,007	New	+$2.74M	2.15%	11

Other funds holding LYFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bordeaux Wealth Advisors's LYFT Position: Q4 2024 in Review

Bordeaux Wealth Advisors sold out of Lyft (LYFT) in Q4 2024, closing a stake of 13,161 shares — an estimated $168K sold.

Bordeaux Wealth Advisors first reported a position in LYFT in Q1 2021 and held it in 15 quarters. The position peaked at $3.48M in Q2 2021. 455 funds tracked by Wall St. Rank hold LYFT as of Q4 2024.

Bordeaux Wealth Advisors reported no remaining Lyft position as of Q4 2024 after selling out during the quarter.
Bordeaux Wealth Advisors sold 13,161 Lyft shares in Q4 2024, an estimated $168K.
Bordeaux Wealth Advisors first reported a position in Lyft in Q1 2021 and held it in 15 quarters.
Bordeaux Wealth Advisors's Lyft position peaked at $3.48M in Q2 2021.
455 funds tracked by Wall St. Rank held Lyft as of Q4 2024.

Based on Bordeaux Wealth Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.