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Liberty Wealth Management’s Lyft LYFT Stock Holding History

Liberty 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
2021
Q4 		– Sell
-40
Closed -$2K – 713
2021
Q3 		$2K Buy
40
+20
+100% +$1.06K ﹤0.01% 1066
2021
Q2 		$1K Sell
20
-10
-33% -$575 ﹤0.01% 1011
2021
Q1 		$1K Hold
30
– – ﹤0.01% 883
2020
Q4 		$1K Buy
+30
New +$1.09K ﹤0.01% 882

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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Liberty Wealth Management's LYFT Position: Q4 2021 in Review

Liberty Wealth Management sold out of Lyft (LYFT) in Q4 2021, closing a stake of 40 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in LYFT in Q4 2020 and held it in 4 quarters. The position peaked at $2K in Q3 2021. 517 funds tracked by Wall St. Rank hold LYFT as of Q4 2021.

  • Liberty Wealth Management reported no remaining Lyft position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 40 Lyft shares in Q4 2021, an estimated $2K.
  • Liberty Wealth Management first reported a position in Lyft in Q4 2020 and held it in 4 quarters.
  • Liberty Wealth Management's Lyft position peaked at $2K in Q3 2021.
  • 517 funds tracked by Wall St. Rank held Lyft as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.