Weatherly Asset Management’s Lyft LYFT Stock Holding History

Weatherly Asset 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
2022 Q2	–	Sell	-9,035	Closed	-$347K	–	189
2022 Q1	$347K	Hold	9,035	–	–	0.04%	168
2021 Q4	$386K	Sell	9,035 -3,325	-27%	-$156K	0.04%	158
2021 Q3	$662K	Sell	12,360 -1,325	-10%	-$70.3K	0.08%	129
2021 Q2	$828K	Buy	13,685 +8,590	+169%	+$494K	0.1%	120
2021 Q1	$322K	Buy	+5,095	New	+$284K	0.04%	161

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

Weatherly Asset Management's LYFT Position: Q2 2022 in Review

Weatherly Asset Management sold out of Lyft (LYFT) in Q2 2022, closing a stake of 9,035 shares — an estimated $347K sold.

Weatherly Asset Management first reported a position in LYFT in Q1 2021 and held it in 5 quarters. The position peaked at $828K in Q2 2021. 464 funds tracked by Wall St. Rank hold LYFT as of Q2 2022.

Weatherly Asset Management reported no remaining Lyft position as of Q2 2022 after selling out during the quarter.
Weatherly Asset Management sold 9,035 Lyft shares in Q2 2022, an estimated $347K.
Weatherly Asset Management first reported a position in Lyft in Q1 2021 and held it in 5 quarters.
Weatherly Asset Management's Lyft position peaked at $828K in Q2 2021.
464 funds tracked by Wall St. Rank held Lyft as of Q2 2022.

Based on Weatherly Asset Management's 13F filing for Q2 2022, filed 18 Jul 2022.