Confluence Wealth Services’s Lyft LYFT Stock Holding History

Confluence Wealth 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
2022 Q1	–	Sell	-104	Closed	-$4K	–	767
2021 Q4	$4K	Buy	+104	New	+$4.87K	﹤0.01%	1082

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

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

ClearBridge Investments New York $115B AUM 24.78% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Confluence Wealth Services's LYFT Position: Q1 2022 in Review

Confluence Wealth Services sold out of Lyft (LYFT) in Q1 2022, closing a stake of 104 shares — an estimated $4K sold.

Confluence Wealth Services first reported a position in LYFT in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 519 funds tracked by Wall St. Rank hold LYFT as of Q1 2022.

Confluence Wealth Services reported no remaining Lyft position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 104 Lyft shares in Q1 2022, an estimated $4K.
Confluence Wealth Services first reported a position in Lyft in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's Lyft position peaked at $4K in Q4 2021.
519 funds tracked by Wall St. Rank held Lyft as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.