Regent Peak Wealth Advisors’s Lyft LYFT Stock Holding History

Regent Peak Wealth 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
2021 Q1	–	Sell	-9	Closed	–	–	621
2020 Q4	$0	Buy	+9	New	+$328	﹤0.01%	1096

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

Regent Peak Wealth Advisors's LYFT Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Lyft (LYFT) in Q1 2021, closing a stake of 9 shares.

Regent Peak Wealth Advisors first reported a position in LYFT in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 515 funds tracked by Wall St. Rank hold LYFT as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Lyft position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 9 Lyft shares in Q1 2021.
Regent Peak Wealth Advisors first reported a position in Lyft in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Lyft position peaked at $0 in Q4 2020.
515 funds tracked by Wall St. Rank held Lyft as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.