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TriaGen Wealth Management’s Lyft LYFT Stock Holding History

TriaGen Wealth Management’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
2024
Q2 		– Sell
-22,751
Closed -$440K – 168
2024
Q1 		$440K Buy
+22,751
New +$349K 0.18% 105

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

TriaGen Wealth Management's LYFT Position: Q2 2024 in Review

TriaGen Wealth Management sold out of Lyft (LYFT) in Q2 2024, closing a stake of 22,751 shares — an estimated $440K sold.

TriaGen Wealth Management first reported a position in LYFT in Q1 2024 and held it in 1 quarter. The position peaked at $440K in Q1 2024. 438 funds tracked by Wall St. Rank hold LYFT as of Q2 2024.

  • TriaGen Wealth Management reported no remaining Lyft position as of Q2 2024 after selling out during the quarter.
  • TriaGen Wealth Management sold 22,751 Lyft shares in Q2 2024, an estimated $440K.
  • TriaGen Wealth Management first reported a position in Lyft in Q1 2024 and held it in 1 quarter.
  • TriaGen Wealth Management's Lyft position peaked at $440K in Q1 2024.
  • 438 funds tracked by Wall St. Rank held Lyft as of Q2 2024.

Based on TriaGen Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.