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Concord Wealth Partners’s Lyft LYFT Stock Holding History

Concord Wealth Partners’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
Q2 		– Sell
-400
Closed -$7.74K – 893
2024
Q1 		$7.74K Buy
+400
New +$6.13K ﹤0.01% 596
2022
Q3 		– Sell
-673
Closed -$9K – 713
2022
Q2 		$9K Sell
673
-86
-11% -$2K ﹤0.01% 703
2022
Q1 		$29K Sell
759
-203
-21% -$7.95K 0.01% 550
2021
Q4 		$41K Buy
962
+376
+64% +$17.6K 0.01% 489
2021
Q3 		$31K Sell
586
-613
-51% -$32.5K 0.01% 303
2021
Q2 		$73K Buy
1,199
+535
+81% +$30.8K 0.02% 286
2021
Q1 		$42K Buy
664
+199
+43% +$11.1K 0.01% 365
2020
Q4 		$23K Buy
+465
New +$16.9K 0.02% 294

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Concord Wealth Partners's LYFT Position: Q2 2024 in Review

Concord Wealth Partners sold out of Lyft (LYFT) in Q2 2024, closing a stake of 400 shares — an estimated $7.74K sold.

Concord Wealth Partners first reported a position in LYFT in Q4 2020 and held it in 8 quarters. The position peaked at $73K in Q2 2021. 438 funds tracked by Wall St. Rank hold LYFT as of Q2 2024.

  • Concord Wealth Partners reported no remaining Lyft position as of Q2 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 400 Lyft shares in Q2 2024, an estimated $7.74K.
  • Concord Wealth Partners first reported a position in Lyft in Q4 2020 and held it in 8 quarters.
  • Concord Wealth Partners's Lyft position peaked at $73K in Q2 2021.
  • 438 funds tracked by Wall St. Rank held Lyft as of Q2 2024.

Based on Concord Wealth Partners's 13F filing for Q2 2024, filed 31 Jul 2024.