Arkadios Wealth Advisors’s Lemonade LMND Stock Holding History

Arkadios Wealth Advisors’s Portfolio LMND Stock Details LMND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,475	Closed	-$98K	–	1260
2021 Q3	$98K	Sell	1,475 -306	-17%	-$24.7K	0.01%	690
2021 Q2	$194K	Buy	+1,781	New	+$162K	0.02%	535
2021 Q1	–	Sell	-171	Closed	-$20K	–	1699
2020 Q4	$20K	Buy	+171	New	+$12.6K	﹤0.01%	754

Other funds holding LMND

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Arkadios Wealth Advisors's LMND Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Lemonade (LMND) in Q4 2021, closing a stake of 1,475 shares — an estimated $98K sold.

Arkadios Wealth Advisors first reported a position in LMND in Q4 2020 and held it in 3 quarters. The position peaked at $194K in Q2 2021. 265 funds tracked by Wall St. Rank hold LMND as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Lemonade position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,475 Lemonade shares in Q4 2021, an estimated $98K.
Arkadios Wealth Advisors first reported a position in Lemonade in Q4 2020 and held it in 3 quarters.
Arkadios Wealth Advisors's Lemonade position peaked at $194K in Q2 2021.
265 funds tracked by Wall St. Rank held Lemonade as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.