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Ropes Wealth Advisors’s Lyft LYFT Stock Holding History

Ropes 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
2022
Q1 		– Sell
-5,330
Closed -$228K – 299
2021
Q4 		$228K Hold
5,330
– – 0.04% 252
2021
Q3 		$286K Buy
5,330
+1,544
+41% +$81.9K 0.05% 235
2021
Q2 		$229K Buy
+3,786
New +$218K 0.04% 245
2021
Q1 		– Sell
-3,786
Closed -$186K – 556
2020
Q4 		$186K Buy
+3,786
New +$138K 0.03% 237

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Ropes Wealth Advisors's LYFT Position: Q1 2022 in Review

Ropes Wealth Advisors sold out of Lyft (LYFT) in Q1 2022, closing a stake of 5,330 shares — an estimated $228K sold.

Ropes Wealth Advisors first reported a position in LYFT in Q4 2020 and held it in 4 quarters. The position peaked at $286K in Q3 2021. 519 funds tracked by Wall St. Rank hold LYFT as of Q1 2022.

  • Ropes Wealth Advisors reported no remaining Lyft position as of Q1 2022 after selling out during the quarter.
  • Ropes Wealth Advisors sold 5,330 Lyft shares in Q1 2022, an estimated $228K.
  • Ropes Wealth Advisors first reported a position in Lyft in Q4 2020 and held it in 4 quarters.
  • Ropes Wealth Advisors's Lyft position peaked at $286K in Q3 2021.
  • 519 funds tracked by Wall St. Rank held Lyft as of Q1 2022.

Based on Ropes Wealth Advisors's 13F filing for Q1 2022, filed 4 May 2022.