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Golden State Wealth Management’s Lyft LYFT Stock Holding History

Golden State 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
2019
Q4 		– Sell
-3,130
Closed -$128K – 570
2019
Q3 		$128K Buy
3,130
+520
+20% +$28.4K 0.04% 278
2019
Q2 		$171K Buy
2,610
+610
+31% +$36.7K 0.05% 243
2019
Q1 		$157K Buy
+2,000
New +$157K 0.05% 252

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
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
AEPIP
AH Equity Partners III (Parallel) Menlo Park, California $57.6M AUM 72.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AG
Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return
AEPI
AH Equity Partners III Menlo Park, California $744M AUM 69.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Golden State Wealth Management's LYFT Position: Q4 2019 in Review

Golden State Wealth Management sold out of Lyft (LYFT) in Q4 2019, closing a stake of 3,130 shares — an estimated $128K sold.

Golden State Wealth Management first reported a position in LYFT in Q1 2019 and held it in 3 quarters. The position peaked at $171K in Q2 2019. 394 funds tracked by Wall St. Rank hold LYFT as of Q4 2019.

  • Golden State Wealth Management reported no remaining Lyft position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 3,130 Lyft shares in Q4 2019, an estimated $128K.
  • Golden State Wealth Management first reported a position in Lyft in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's Lyft position peaked at $171K in Q2 2019.
  • 394 funds tracked by Wall St. Rank held Lyft as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.