Walled Lake Planning & Wealth Management’s Lyft LYFT Stock Holding History

Walled Lake Planning & 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
2021 Q4	–	Sell	-253	Closed	-$14K	–	229
2021 Q3	$14K	Hold	253	–	–	0.01%	245
2021 Q2	$15K	Hold	253	–	–	0.01%	227
2021 Q1	$16K	Hold	253	–	–	0.01%	209
2020 Q4	$12K	Hold	253	–	–	0.01%	211
2020 Q3	$7K	Hold	253	–	–	0.01%	238
2020 Q2	$8K	Hold	253	–	–	0.01%	218
2020 Q1	$7K	Hold	253	–	–	0.01%	208
2019 Q4	$11K	Buy	+253	New	+$11.1K	0.01%	196

Other funds holding LYFT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management's LYFT Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Lyft (LYFT) in Q4 2021, closing a stake of 253 shares — an estimated $14K sold.

Walled Lake Planning & Wealth Management first reported a position in LYFT in Q4 2019 and held it in 8 quarters. The position peaked at $16K in Q1 2021. 517 funds tracked by Wall St. Rank hold LYFT as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Lyft position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 253 Lyft shares in Q4 2021, an estimated $14K.
Walled Lake Planning & Wealth Management first reported a position in Lyft in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Lyft position peaked at $16K in Q1 2021.
517 funds tracked by Wall St. Rank held Lyft as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.