WT Wealth Management’s Lyft LYFT Stock Holding History

WT 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
2023 Q3	–	Sell	-125,405	Closed	-$1.2M	–	112
2023 Q2	$1.2M	Buy	125,405 +20,085	+19%	+$193K	0.5%	57
2023 Q1	$976K	Buy	+105,320	New	+$1.27M	0.42%	74

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

WT Wealth Management's LYFT Position: Q3 2023 in Review

WT Wealth Management sold out of Lyft (LYFT) in Q3 2023, closing a stake of 125,405 shares — an estimated $1.2M sold.

WT Wealth Management first reported a position in LYFT in Q1 2023 and held it in 2 quarters. The position peaked at $1.2M in Q2 2023. 379 funds tracked by Wall St. Rank hold LYFT as of Q3 2023.

WT Wealth Management reported no remaining Lyft position as of Q3 2023 after selling out during the quarter.
WT Wealth Management sold 125,405 Lyft shares in Q3 2023, an estimated $1.2M.
WT Wealth Management first reported a position in Lyft in Q1 2023 and held it in 2 quarters.
WT Wealth Management's Lyft position peaked at $1.2M in Q2 2023.
379 funds tracked by Wall St. Rank held Lyft as of Q3 2023.

Based on WT Wealth Management's 13F filing for Q3 2023, filed 4 Dec 2023.