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Peak Financial Management’s Lyft LYFT Stock Holding History

Peak Financial 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
Q2 		– Sell
-3,545
Closed -$224K – 73
2021
Q1 		$224K Buy
+3,545
New +$198K 0.08% 68
2019
Q4 		– Sell
-5,083
Closed -$208K – 58
2019
Q3 		$208K Buy
+5,083
New +$278K 0.09% 55

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
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
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
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Peak Financial Management's LYFT Position: Q2 2021 in Review

Peak Financial Management sold out of Lyft (LYFT) in Q2 2021, closing a stake of 3,545 shares — an estimated $224K sold.

Peak Financial Management first reported a position in LYFT in Q3 2019 and held it in 2 quarters. The position peaked at $224K in Q1 2021. 537 funds tracked by Wall St. Rank hold LYFT as of Q2 2021.

  • Peak Financial Management reported no remaining Lyft position as of Q2 2021 after selling out during the quarter.
  • Peak Financial Management sold 3,545 Lyft shares in Q2 2021, an estimated $224K.
  • Peak Financial Management first reported a position in Lyft in Q3 2019 and held it in 2 quarters.
  • Peak Financial Management's Lyft position peaked at $224K in Q1 2021.
  • 537 funds tracked by Wall St. Rank held Lyft as of Q2 2021.

Based on Peak Financial Management's 13F filing for Q2 2021, filed 4 Aug 2021.