Exencial Wealth Advisors’s Lyft LYFT Stock Holding History

Exencial Wealth Advisors’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 Q1	–	Sell	-28,023	Closed	-$420K	–	503
2023 Q4	$420K	Buy	+28,023	New	+$326K	0.02%	367

Other funds holding LYFT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Exencial Wealth Advisors's LYFT Position: Q1 2024 in Review

Exencial Wealth Advisors sold out of Lyft (LYFT) in Q1 2024, closing a stake of 28,023 shares — an estimated $420K sold.

Exencial Wealth Advisors first reported a position in LYFT in Q4 2023 and held it in 1 quarter. The position peaked at $420K in Q4 2023. 405 funds tracked by Wall St. Rank hold LYFT as of Q1 2024.

Exencial Wealth Advisors reported no remaining Lyft position as of Q1 2024 after selling out during the quarter.
Exencial Wealth Advisors sold 28,023 Lyft shares in Q1 2024, an estimated $420K.
Exencial Wealth Advisors first reported a position in Lyft in Q4 2023 and held it in 1 quarter.
Exencial Wealth Advisors's Lyft position peaked at $420K in Q4 2023.
405 funds tracked by Wall St. Rank held Lyft as of Q1 2024.

Based on Exencial Wealth Advisors's 13F filing for Q1 2024, filed 10 May 2024.