Capital Advisory Group Advisory Services’s Lyft LYFT Stock Holding History

Capital Advisory Group Advisory Services’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
2021 Q4	–	Sell	-1,630	Closed	-$87K	–	348
2021 Q3	$87K	Hold	1,630	–	–	0.03%	240
2021 Q2	$99K	Sell	1,630 -280	-15%	-$16.1K	0.04%	233
2021 Q1	$121K	Hold	1,910	–	–	0.05%	206
2020 Q4	$94K	Buy	1,910 +285	+18%	+$10.4K	0.04%	213
2020 Q3	$45K	Buy	+1,625	New	+$48.3K	0.02%	205

Other funds holding LYFT

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Capital Advisory Group Advisory Services's LYFT Position: Q4 2021 in Review

Capital Advisory Group Advisory Services sold out of Lyft (LYFT) in Q4 2021, closing a stake of 1,630 shares — an estimated $87K sold.

Capital Advisory Group Advisory Services first reported a position in LYFT in Q3 2020 and held it in 5 quarters. The position peaked at $121K in Q1 2021. 517 funds tracked by Wall St. Rank hold LYFT as of Q4 2021.

Capital Advisory Group Advisory Services reported no remaining Lyft position as of Q4 2021 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 1,630 Lyft shares in Q4 2021, an estimated $87K.
Capital Advisory Group Advisory Services first reported a position in Lyft in Q3 2020 and held it in 5 quarters.
Capital Advisory Group Advisory Services's Lyft position peaked at $121K in Q1 2021.
517 funds tracked by Wall St. Rank held Lyft as of Q4 2021.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2021, filed 15 Feb 2022.