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Elite Wealth Management’s Lyft LYFT Stock Holding History

Elite Wealth Management’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
-12,553
Closed -$116K – 54
2023
Q1 		$116K Buy
12,553
+1,593
+15% +$19.2K 0.01% 55
2022
Q4 		$121K Buy
+10,960
New +$132K 0.01% 53
2022
Q2 		– Sell
-7,629
Closed -$293K – 56
2022
Q1 		$293K Buy
7,629
+582
+8% +$22.8K 0.05% 46
2021
Q4 		$301K Buy
7,047
+827
+13% +$38.7K 0.04% 49
2021
Q3 		$333K Buy
6,220
+832
+15% +$44.1K 0.06% 52
2021
Q2 		$326 Buy
5,388
+1,098
+26% +$63.2K 0.03% 47
2021
Q1 		$271 Buy
+4,290
New +$239K 0.03% 47

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

Elite Wealth Management's LYFT Position: Q2 2023 in Review

Elite Wealth Management sold out of Lyft (LYFT) in Q2 2023, closing a stake of 12,553 shares — an estimated $116K sold.

Elite Wealth Management first reported a position in LYFT in Q1 2021 and held it in 7 quarters. The position peaked at $333K in Q3 2021. 371 funds tracked by Wall St. Rank hold LYFT as of Q2 2023.

  • Elite Wealth Management reported no remaining Lyft position as of Q2 2023 after selling out during the quarter.
  • Elite Wealth Management sold 12,553 Lyft shares in Q2 2023, an estimated $116K.
  • Elite Wealth Management first reported a position in Lyft in Q1 2021 and held it in 7 quarters.
  • Elite Wealth Management's Lyft position peaked at $333K in Q3 2021.
  • 371 funds tracked by Wall St. Rank held Lyft as of Q2 2023.

Based on Elite Wealth Management's 13F filing for Q2 2023, filed 28 Jul 2023.