Heritage Wealth Advisors’s Lyft LYFT Stock Holding History

Heritage 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
2023 Q3	–	Sell	-244	Closed	-$2.34K	–	551
2023 Q2	$2.34K	Hold	244	–	–	﹤0.01%	497
2023 Q1	$2.26K	Hold	244	–	–	﹤0.01%	512
2022 Q4	$2.69K	Hold	244	–	–	﹤0.01%	499
2022 Q3	$3.21K	Hold	244	–	–	﹤0.01%	466
2022 Q2	$3K	Hold	244	–	–	﹤0.01%	515
2022 Q1	$9K	Hold	244	–	–	﹤0.01%	443
2021 Q4	$10K	Hold	244	–	–	﹤0.01%	451
2021 Q3	$13.1K	Hold	244	–	–	﹤0.01%	427
2021 Q2	$14.7K	Hold	244	–	–	﹤0.01%	430
2021 Q1	$15.4K	Buy	+244	New	+$13.6K	﹤0.01%	445

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 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

Heritage Wealth Advisors's LYFT Position: Q3 2023 in Review

Heritage Wealth Advisors sold out of Lyft (LYFT) in Q3 2023, closing a stake of 244 shares — an estimated $2.34K sold.

Heritage Wealth Advisors first reported a position in LYFT in Q1 2021 and held it in 10 quarters. The position peaked at $15.4K in Q1 2021. 379 funds tracked by Wall St. Rank hold LYFT as of Q3 2023.

Heritage Wealth Advisors reported no remaining Lyft position as of Q3 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 244 Lyft shares in Q3 2023, an estimated $2.34K.
Heritage Wealth Advisors first reported a position in Lyft in Q1 2021 and held it in 10 quarters.
Heritage Wealth Advisors's Lyft position peaked at $15.4K in Q1 2021.
379 funds tracked by Wall St. Rank held Lyft as of Q3 2023.

Based on Heritage Wealth Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.