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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 $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Compass Advisory Group's LYFT Position: Q3 2022 in Review

Compass Advisory Group sold out of Lyft (LYFT) in Q3 2022, closing a stake of 11,463 shares — an estimated $152K sold.

Compass Advisory Group first reported a position in LYFT in Q4 2020 and held it in 7 quarters. The position peaked at $397K in Q3 2021. 433 funds tracked by Wall St. Rank hold LYFT as of Q3 2022.

  • Compass Advisory Group reported no remaining Lyft position as of Q3 2022 after selling out during the quarter.
  • Compass Advisory Group sold 11,463 Lyft shares in Q3 2022, an estimated $152K.
  • Compass Advisory Group first reported a position in Lyft in Q4 2020 and held it in 7 quarters.
  • Compass Advisory Group's Lyft position peaked at $397K in Q3 2021.
  • 433 funds tracked by Wall St. Rank held Lyft as of Q3 2022.

Based on Compass Advisory Group's 13F filing for Q3 2022, filed 20 Oct 2022.