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Lenox Wealth Advisors’s Lyft LYFT Stock Holding History

Lenox 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
2021
Q3 		– Sell
-2,425
Closed -$147K – 757
2021
Q2 		$147K Hold
2,425
– – 0.02% 128
2021
Q1 		$153K Buy
+2,425
New +$135K 0.02% 102
2020
Q1 		– Sell
-20
Closed -$1K – 877
2019
Q4 		$1K Buy
+20
New +$877 ﹤0.01% 685

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Lenox Wealth Advisors's LYFT Position: Q3 2021 in Review

Lenox Wealth Advisors sold out of Lyft (LYFT) in Q3 2021, closing a stake of 2,425 shares — an estimated $147K sold.

Lenox Wealth Advisors first reported a position in LYFT in Q4 2019 and held it in 3 quarters. The position peaked at $153K in Q1 2021. 522 funds tracked by Wall St. Rank hold LYFT as of Q3 2021.

  • Lenox Wealth Advisors reported no remaining Lyft position as of Q3 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 2,425 Lyft shares in Q3 2021, an estimated $147K.
  • Lenox Wealth Advisors first reported a position in Lyft in Q4 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's Lyft position peaked at $153K in Q1 2021.
  • 522 funds tracked by Wall St. Rank held Lyft as of Q3 2021.

Based on Lenox Wealth Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.