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Carolinas Wealth Consulting’s Lyft LYFT Stock Holding History

Carolinas Wealth Consulting’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
2023
Q2 		– Sell
-164
Closed -$1.52K – 1098
2023
Q1 		$1.52K Sell
164
-112
-41% -$1.35K ﹤0.01% 845
2022
Q4 		$3.04K Hold
276
– – ﹤0.01% 765
2022
Q3 		$4K Buy
+276
New +$4.25K ﹤0.01% 682
2022
Q2 		– Sell
-212
Closed -$8K – 929
2022
Q1 		$8K Buy
212
+56
+36% +$2.19K ﹤0.01% 644
2021
Q4 		$7K Buy
156
+28
+22% +$1.31K ﹤0.01% 663
2021
Q3 		$7K Buy
128
+22
+21% +$1.17K ﹤0.01% 632
2021
Q2 		$6K Buy
+106
New +$6.1K ﹤0.01% 675

Other funds holding LYFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Carolinas Wealth Consulting's LYFT Position: Q2 2023 in Review

Carolinas Wealth Consulting sold out of Lyft (LYFT) in Q2 2023, closing a stake of 164 shares — an estimated $1.52K sold.

Carolinas Wealth Consulting first reported a position in LYFT in Q2 2021 and held it in 7 quarters. The position peaked at $8K in Q1 2022. 370 funds tracked by Wall St. Rank hold LYFT as of Q2 2023.

  • Carolinas Wealth Consulting reported no remaining Lyft position as of Q2 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 164 Lyft shares in Q2 2023, an estimated $1.52K.
  • Carolinas Wealth Consulting first reported a position in Lyft in Q2 2021 and held it in 7 quarters.
  • Carolinas Wealth Consulting's Lyft position peaked at $8K in Q1 2022.
  • 370 funds tracked by Wall St. Rank held Lyft as of Q2 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2023, filed 14 Aug 2023.