GoalVest Advisory’s Lyft LYFT Stock Holding History

GoalVest Advisory’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 Q2	–	Sell	-2,155	Closed	-$83K	–	448
2022 Q1	$83K	Buy	+2,155	New	+$84.4K	0.05%	137

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SCM

Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

GoalVest Advisory's LYFT Position: Q2 2022 in Review

GoalVest Advisory sold out of Lyft (LYFT) in Q2 2022, closing a stake of 2,155 shares — an estimated $83K sold.

GoalVest Advisory first reported a position in LYFT in Q1 2022 and held it in 1 quarter. The position peaked at $83K in Q1 2022. 464 funds tracked by Wall St. Rank hold LYFT as of Q2 2022.

GoalVest Advisory reported no remaining Lyft position as of Q2 2022 after selling out during the quarter.
GoalVest Advisory sold 2,155 Lyft shares in Q2 2022, an estimated $83K.
GoalVest Advisory first reported a position in Lyft in Q1 2022 and held it in 1 quarter.
GoalVest Advisory's Lyft position peaked at $83K in Q1 2022.
464 funds tracked by Wall St. Rank held Lyft as of Q2 2022.

Based on GoalVest Advisory's 13F filing for Q2 2022, filed 6 Jul 2022.