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Wagner Wealth Management (South Carolina)’s Lyft LYFT Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q2 		– Sell
-200
Closed -$13K – 701
2021
Q1 		$13K Buy
+200
New +$11.2K 0.01% 427

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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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Invesco
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s LYFT Position: Q2 2021 in Review

Wagner Wealth Management (South Carolina) sold out of Lyft (LYFT) in Q2 2021, closing a stake of 200 shares — an estimated $13K sold.

Wagner Wealth Management (South Carolina) first reported a position in LYFT in Q1 2021 and held it in 1 quarter. The position peaked at $13K in Q1 2021. 537 funds tracked by Wall St. Rank hold LYFT as of Q2 2021.

  • Wagner Wealth Management (South Carolina) reported no remaining Lyft position as of Q2 2021 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 200 Lyft shares in Q2 2021, an estimated $13K.
  • Wagner Wealth Management (South Carolina) first reported a position in Lyft in Q1 2021 and held it in 1 quarter.
  • Wagner Wealth Management (South Carolina)'s Lyft position peaked at $13K in Q1 2021.
  • 537 funds tracked by Wall St. Rank held Lyft as of Q2 2021.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2021, filed 13 Aug 2021.