Milestone Wealth’s Lyft LYFT Stock Holding History

Milestone 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
2022 Q3	$7K	Hold	508	–	–	0.01%	187
2022 Q2	$7K	Hold	508	–	–	0.01%	185
2022 Q1	$22K	Hold	508	–	–	0.02%	177
2021 Q4	$22K	Buy	+508	New	+$23.8K	0.02%	177

Other funds holding LYFT

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return

Milestone Wealth's LYFT Position: Q3 2022 in Review

Milestone Wealth held its Lyft (LYFT) position steady in Q3 2022 at 508 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #187.

Milestone Wealth first reported a position in LYFT in Q4 2021 and has held it in 4 quarters since. The position peaked at $22K in Q1 2022. 433 funds tracked by Wall St. Rank hold LYFT as of Q3 2022.

Milestone Wealth held 508 shares of Lyft worth $7K as of Q3 2022.
Milestone Wealth left its Lyft share count unchanged in Q3 2022.
Lyft made up 0.01% of Milestone Wealth's portfolio in Q3 2022, its #187 holding.
Milestone Wealth first reported a position in Lyft in Q4 2021 and has held it in 4 quarters since.
Milestone Wealth's Lyft position peaked at $22K in Q1 2022.
433 funds tracked by Wall St. Rank held Lyft as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.