Reilly Financial Advisors’s Lyft LYFT Stock Holding History

Reilly Financial 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 Q4	$10K	Buy	229 +18	+9%	+$842	﹤0.01%	714
2021 Q3	$11K	Hold	211	–	–	﹤0.01%	646
2021 Q2	$13K	Sell	211 -100	-32%	-$5.75K	﹤0.01%	645
2021 Q1	$20K	Buy	311 +100	+47%	+$5.58K	﹤0.01%	540
2020 Q4	$10K	Hold	211	–	–	﹤0.01%	622
2020 Q3	$6K	Hold	211	–	–	﹤0.01%	647
2020 Q2	$7K	Buy	211 +11	+6%	+$348	﹤0.01%	655
2020 Q1	$5K	Hold	200	–	–	﹤0.01%	684
2019 Q4	$9K	Hold	200	–	–	﹤0.01%	648
2019 Q3	$8K	Hold	200	–	–	﹤0.01%	674
2019 Q2	$13K	Buy	+200	New	+$12K	﹤0.01%	617

Other funds holding LYFT

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

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

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

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Reilly Financial Advisors's LYFT Position: Q4 2021 in Review

Reilly Financial Advisors increased its Lyft (LYFT) stake by 8.5% in Q4 2021, buying an estimated $842 and bringing the position to 229 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Reilly Financial Advisors first reported a position in LYFT in Q2 2019 and has held it in 11 quarters since. The position peaked at $20K in Q1 2021. 518 funds tracked by Wall St. Rank hold LYFT as of Q4 2021.

Reilly Financial Advisors held 229 shares of Lyft worth $10K as of Q4 2021.
Reilly Financial Advisors bought 18 Lyft shares in Q4 2021, an estimated $842.
Lyft made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #714 holding.
Reilly Financial Advisors first reported a position in Lyft in Q2 2019 and has held it in 11 quarters since.
Reilly Financial Advisors's Lyft position peaked at $20K in Q1 2021.
518 funds tracked by Wall St. Rank held Lyft as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.