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Institute for Wealth Management’s Lyft LYFT Stock Holding History

Institute for 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
2020
Q3 		– Sell
-6,370
Closed -$210K – 435
2020
Q2 		$210K Buy
+6,370
New +$201K 0.05% 392

Other funds holding LYFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AG
Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return
AEPIP
AH Equity Partners III (Parallel) Menlo Park, California $57.6M AUM 72.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Institute for Wealth Management's LYFT Position: Q3 2020 in Review

Institute for Wealth Management sold out of Lyft (LYFT) in Q3 2020, closing a stake of 6,370 shares — an estimated $210K sold.

Institute for Wealth Management first reported a position in LYFT in Q2 2020 and held it in 1 quarter. The position peaked at $210K in Q2 2020. 365 funds tracked by Wall St. Rank hold LYFT as of Q3 2020.

  • Institute for Wealth Management reported no remaining Lyft position as of Q3 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 6,370 Lyft shares in Q3 2020, an estimated $210K.
  • Institute for Wealth Management first reported a position in Lyft in Q2 2020 and held it in 1 quarter.
  • Institute for Wealth Management's Lyft position peaked at $210K in Q2 2020.
  • 365 funds tracked by Wall St. Rank held Lyft as of Q3 2020.

Based on Institute for Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.