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Compass Advisory Group’s Lyft LYFT Stock Holding History

Compass Advisory Group’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
2022
Q3 		– Sell
-11,463
Closed -$152K – 69
2022
Q2 		$152K Buy
11,463
+2,431
+27% +$56.7K 0.08% 63
2022
Q1 		$347K Buy
9,032
+409
+5% +$16K 0.18% 54
2021
Q4 		$368K Buy
8,623
+1,223
+17% +$57.2K 0.2% 49
2021
Q3 		$397K Buy
7,400
+2,520
+52% +$134K 0.23% 41
2021
Q2 		$295K Sell
4,880
-339
-6% -$19.5K 0.18% 43
2021
Q1 		$330K Buy
5,219
+97
+2% +$5.42K 0.22% 38
2020
Q4 		$252K Buy
+5,122
New +$186K 0.19% 36

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 $5.7T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return