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Optimum Investment Advisors’s Lyft LYFT Stock Holding History

Optimum Investment 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
2020
Q1 		– Sell
-200
Closed -$9K – 912
2019
Q4 		$9K Sell
200
-100
-33% -$4.38K ﹤0.01% 789
2019
Q3 		$12K Hold
300
– – ﹤0.01% 758
2019
Q2 		$20K Buy
300
+200
+200% +$12K 0.01% 674
2019
Q1 		$8K Buy
+100
New +$7.83K ﹤0.01% 841

Other funds holding LYFT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AEPIP
AH Equity Partners III (Parallel) Menlo Park, California $57.6M AUM 72.84% 1-Year Est. Return
AG
Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return
AEPI
AH Equity Partners III Menlo Park, California $744M AUM 69.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Optimum Investment Advisors's LYFT Position: Q1 2020 in Review

Optimum Investment Advisors sold out of Lyft (LYFT) in Q1 2020, closing a stake of 200 shares — an estimated $9K sold.

Optimum Investment Advisors first reported a position in LYFT in Q1 2019 and held it in 4 quarters. The position peaked at $20K in Q2 2019. 361 funds tracked by Wall St. Rank hold LYFT as of Q1 2020.

  • Optimum Investment Advisors reported no remaining Lyft position as of Q1 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 200 Lyft shares in Q1 2020, an estimated $9K.
  • Optimum Investment Advisors first reported a position in Lyft in Q1 2019 and held it in 4 quarters.
  • Optimum Investment Advisors's Lyft position peaked at $20K in Q2 2019.
  • 361 funds tracked by Wall St. Rank held Lyft as of Q1 2020.

Based on Optimum Investment Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.