Waldron Private Wealth’s Lyft LYFT Stock Holding History

Waldron Private Wealth’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 Q2	–	Sell	-5,379	Closed	-$206K	–	396
2022 Q1	$206K	Sell	5,379 -9	-0.2%	-$352	0.01%	381
2021 Q4	$230K	Hold	5,388	–	–	0.01%	346
2021 Q3	$288K	Sell	5,388 -391	-7%	-$20.7K	0.02%	284
2021 Q2	$349K	Buy	5,779 +400	+7%	+$23K	0.02%	248
2021 Q1	$339K	Hold	5,379	–	–	0.02%	231
2020 Q4	$264K	Buy	+5,379	New	+$196K	0.02%	244
2020 Q1	–	Sell	-5,078	Closed	-$218K	–	274
2019 Q4	$218K	Hold	5,078	–	–	0.02%	250
2019 Q3	$207K	Buy	+5,078	New	+$277K	0.02%	238

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SCM

Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return

Waldron Private Wealth's LYFT Position: Q2 2022 in Review

Waldron Private Wealth sold out of Lyft (LYFT) in Q2 2022, closing a stake of 5,379 shares — an estimated $206K sold.

Waldron Private Wealth first reported a position in LYFT in Q3 2019 and held it in 8 quarters. The position peaked at $349K in Q2 2021. 464 funds tracked by Wall St. Rank hold LYFT as of Q2 2022.

Waldron Private Wealth reported no remaining Lyft position as of Q2 2022 after selling out during the quarter.
Waldron Private Wealth sold 5,379 Lyft shares in Q2 2022, an estimated $206K.
Waldron Private Wealth first reported a position in Lyft in Q3 2019 and held it in 8 quarters.
Waldron Private Wealth's Lyft position peaked at $349K in Q2 2021.
464 funds tracked by Wall St. Rank held Lyft as of Q2 2022.

Based on Waldron Private Wealth's 13F filing for Q2 2022, filed 3 Aug 2022.