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Kore Private Wealth’s Lyft LYFT Stock Holding History

Kore Private Wealth’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
-1,264
Closed -$41K – 742
2020
Q2 		$41K Sell
1,264
-4,458
-78% -$141K 0.01% 500
2020
Q1 		$154K Buy
5,722
+3,238
+130% +$129K 0.04% 240
2019
Q4 		$107K Buy
+2,484
New +$109K 0.02% 356

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

Kore Private Wealth's LYFT Position: Q3 2020 in Review

Kore Private Wealth sold out of Lyft (LYFT) in Q3 2020, closing a stake of 1,264 shares — an estimated $41K sold.

Kore Private Wealth first reported a position in LYFT in Q4 2019 and held it in 3 quarters. The position peaked at $154K in Q1 2020. 365 funds tracked by Wall St. Rank hold LYFT as of Q3 2020.

  • Kore Private Wealth reported no remaining Lyft position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 1,264 Lyft shares in Q3 2020, an estimated $41K.
  • Kore Private Wealth first reported a position in Lyft in Q4 2019 and held it in 3 quarters.
  • Kore Private Wealth's Lyft position peaked at $154K in Q1 2020.
  • 365 funds tracked by Wall St. Rank held Lyft as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.