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Glassman Wealth Services’s Lyft LYFT Stock Holding History

Glassman 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
2024
Q1 		– Sell
-374
Closed -$5.61K – 1109
2023
Q4 		$5.61K Hold
374
– – ﹤0.01% 1039
2023
Q3 		$3.94K Hold
374
– – ﹤0.01% 1144
2023
Q2 		$3.59K Hold
374
– – ﹤0.01% 1086
2023
Q1 		$3.47K Buy
374
+287
+330% +$3.47K ﹤0.01% 1095
2022
Q4 		$959 Buy
87
+24
+38% +$289 ﹤0.01% 1435
2022
Q3 		$1K Sell
63
-107
-63% -$1.65K ﹤0.01% 1446
2022
Q2 		$2K Buy
170
+40
+31% +$933 ﹤0.01% 1254
2022
Q1 		$5K Buy
130
+39
+43% +$1.53K ﹤0.01% 1006
2021
Q4 		$4K Sell
91
-72
-44% -$3.37K ﹤0.01% 1035
2021
Q3 		$9K Sell
163
-64
-28% -$3.39K ﹤0.01% 795
2021
Q2 		$14K Buy
227
+87
+62% +$5K ﹤0.01% 668
2021
Q1 		$9K Hold
140
– – ﹤0.01% 740
2020
Q4 		$7K Hold
140
– – ﹤0.01% 806
2020
Q3 		$4K Sell
140
-33
-19% -$981 ﹤0.01% 843
2020
Q2 		$6K Buy
173
+89
+106% +$2.81K ﹤0.01% 592
2020
Q1 		$2K Buy
84
+5
+6% +$199 ﹤0.01% 721
2019
Q4 		$3K Buy
79
+7
+10% +$307 ﹤0.01% 682
2019
Q3 		$3K Hold
72
– – ﹤0.01% 631
2019
Q2 		$5K Buy
+72
New +$4.33K ﹤0.01% 555

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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

Glassman Wealth Services's LYFT Position: Q1 2024 in Review

Glassman Wealth Services sold out of Lyft (LYFT) in Q1 2024, closing a stake of 374 shares — an estimated $5.61K sold.

Glassman Wealth Services first reported a position in LYFT in Q2 2019 and held it in 19 quarters. The position peaked at $14K in Q2 2021. 405 funds tracked by Wall St. Rank hold LYFT as of Q1 2024.

  • Glassman Wealth Services reported no remaining Lyft position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 374 Lyft shares in Q1 2024, an estimated $5.61K.
  • Glassman Wealth Services first reported a position in Lyft in Q2 2019 and held it in 19 quarters.
  • Glassman Wealth Services's Lyft position peaked at $14K in Q2 2021.
  • 405 funds tracked by Wall St. Rank held Lyft as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.