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Regal Investment Advisors’s Lyft LYFT Stock Holding History

Regal 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
2022
Q2 		– Sell
-41,215
Closed -$1.58M – 532
2022
Q1 		$1.58M Buy
41,215
+68
+0.2% +$2.66K 0.15% 146
2021
Q4 		$1.76M Buy
41,147
+734
+2% +$34.3K 0.16% 140
2021
Q3 		$2.17M Buy
40,413
+1,647
+4% +$87.3K 0.21% 123
2021
Q2 		$2.35M Buy
+38,766
New +$2.23M 0.24% 107
2021
Q1 		– Sell
-31,695
Closed -$1.56M – 261
2020
Q4 		$1.56M Buy
+31,695
New +$1.15M 0.18% 137
2020
Q3 		– Sell
-7,390
Closed -$244K – 155
2020
Q2 		$244K Buy
+7,390
New +$234K 0.04% 271

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

Regal Investment Advisors's LYFT Position: Q2 2022 in Review

Regal Investment Advisors sold out of Lyft (LYFT) in Q2 2022, closing a stake of 41,215 shares — an estimated $1.58M sold.

Regal Investment Advisors first reported a position in LYFT in Q2 2020 and held it in 6 quarters. The position peaked at $2.35M in Q2 2021. 464 funds tracked by Wall St. Rank hold LYFT as of Q2 2022.

  • Regal Investment Advisors reported no remaining Lyft position as of Q2 2022 after selling out during the quarter.
  • Regal Investment Advisors sold 41,215 Lyft shares in Q2 2022, an estimated $1.58M.
  • Regal Investment Advisors first reported a position in Lyft in Q2 2020 and held it in 6 quarters.
  • Regal Investment Advisors's Lyft position peaked at $2.35M in Q2 2021.
  • 464 funds tracked by Wall St. Rank held Lyft as of Q2 2022.

Based on Regal Investment Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.