TCI Wealth Advisors’s Lyft LYFT Stock Holding History

TCI 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
2023 Q2	–	Sell	-28	Closed	-$260	–	1355
2023 Q1	$260	Sell	28 -547	-95%	-$6.61K	﹤0.01%	2302
2022 Q4	$6.34K	Buy	+575	New	+$6.93K	﹤0.01%	1369
2022 Q3	–	Sell	-767	Closed	-$10K	–	2455
2022 Q2	$10K	Buy	767 +584	+319%	+$13.6K	﹤0.01%	1017
2022 Q1	$7K	Hold	183	–	–	﹤0.01%	1329
2021 Q4	$8K	Buy	183 +175	+2,188%	+$8.19K	﹤0.01%	1337
2021 Q3	$0	Buy	8 +2	+33%	+$106	﹤0.01%	2491
2021 Q2	$0	Sell	6 -45	-88%	-$2.59K	﹤0.01%	2392
2021 Q1	$3K	Buy	51 +45	+750%	+$2.51K	﹤0.01%	1549
2020 Q4	$0	Sell	6 -24	-80%	-$873	﹤0.01%	1602
2020 Q3	$1K	Hold	30	–	–	﹤0.01%	1360
2020 Q2	$1K	Buy	30 +24	+400%	+$759	﹤0.01%	1280
2020 Q1	$0	Sell	6 -29	-83%	-$1.15K	﹤0.01%	1648
2019 Q4	$2K	Buy	+35	New	+$1.53K	﹤0.01%	1164

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

TCI Wealth Advisors's LYFT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Lyft (LYFT) in Q2 2023, closing a stake of 28 shares — an estimated $260 sold.

TCI Wealth Advisors first reported a position in LYFT in Q4 2019 and held it in 13 quarters. The position peaked at $10K in Q2 2022. 370 funds tracked by Wall St. Rank hold LYFT as of Q2 2023.

TCI Wealth Advisors reported no remaining Lyft position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 28 Lyft shares in Q2 2023, an estimated $260.
TCI Wealth Advisors first reported a position in Lyft in Q4 2019 and held it in 13 quarters.
TCI Wealth Advisors's Lyft position peaked at $10K in Q2 2022.
370 funds tracked by Wall St. Rank held Lyft as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.