Polaris Wealth Advisory Group’s Lyft LYFT Stock Holding History

Polaris Wealth Advisory Group’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 Q1	–	Sell	-10,057	Closed	-$478K	–	186
2020 Q4	$478K	Buy	+10,057	New	+$366K	0.04%	127

Other funds holding LYFT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Polaris Wealth Advisory Group's LYFT Position: Q1 2021 in Review

Polaris Wealth Advisory Group sold out of Lyft (LYFT) in Q1 2021, closing a stake of 10,057 shares — an estimated $478K sold.

Polaris Wealth Advisory Group first reported a position in LYFT in Q4 2020 and held it in 1 quarter. The position peaked at $478K in Q4 2020. 515 funds tracked by Wall St. Rank hold LYFT as of Q1 2021.

Polaris Wealth Advisory Group reported no remaining Lyft position as of Q1 2021 after selling out during the quarter.
Polaris Wealth Advisory Group sold 10,057 Lyft shares in Q1 2021, an estimated $478K.
Polaris Wealth Advisory Group first reported a position in Lyft in Q4 2020 and held it in 1 quarter.
Polaris Wealth Advisory Group's Lyft position peaked at $478K in Q4 2020.
515 funds tracked by Wall St. Rank held Lyft as of Q1 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2021, filed 19 Apr 2021.