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HHM Wealth Advisors’s Lyft LYFT Stock Holding History

HHM 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
Q3 		– Sell
-20,000
Closed -$282K – 805
2024
Q2 		$282K Hold
20,000
– – 0.04% 138
2024
Q1 		$387K Hold
20,000
– – 0.06% 88
2023
Q4 		$300K Hold
20,000
– – 0.05% 102
2023
Q3 		$211K Buy
20,000
+15,000
+300% +$167K 0.04% 126
2023
Q2 		$48K Buy
+5,000
New +$48.1K 0.01% 290

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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

HHM Wealth Advisors's LYFT Position: Q3 2024 in Review

HHM Wealth Advisors sold out of Lyft (LYFT) in Q3 2024, closing a stake of 20,000 shares — an estimated $282K sold.

HHM Wealth Advisors first reported a position in LYFT in Q2 2023 and held it in 5 quarters. The position peaked at $387K in Q1 2024. 429 funds tracked by Wall St. Rank hold LYFT as of Q3 2024.

  • HHM Wealth Advisors reported no remaining Lyft position as of Q3 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 20,000 Lyft shares in Q3 2024, an estimated $282K.
  • HHM Wealth Advisors first reported a position in Lyft in Q2 2023 and held it in 5 quarters.
  • HHM Wealth Advisors's Lyft position peaked at $387K in Q1 2024.
  • 429 funds tracked by Wall St. Rank held Lyft as of Q3 2024.

Based on HHM Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.