AWS
LMND icon

Atria Wealth Solutions’s Lemonade LMND Stock Holding History

Atria Wealth Solutions’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
2022
Q4 		– Sell
-9,537
Closed -$202K – 1847
2022
Q3 		$202K Sell
9,537
-1,625
-15% -$36.9K ﹤0.01% 1552
2022
Q2 		$204K Sell
11,162
-7,038
-39% -$148K ﹤0.01% 1452
2022
Q1 		$480K Buy
+18,200
New +$515K 0.01% 1088

Other funds holding LMND

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Wealth Solutions's LMND Position: Q4 2022 in Review

Atria Wealth Solutions sold out of Lemonade (LMND) in Q4 2022, closing a stake of 9,537 shares — an estimated $202K sold.

Atria Wealth Solutions first reported a position in LMND in Q1 2022 and held it in 3 quarters. The position peaked at $480K in Q1 2022. 225 funds tracked by Wall St. Rank hold LMND as of Q4 2022.

  • Atria Wealth Solutions reported no remaining Lemonade position as of Q4 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 9,537 Lemonade shares in Q4 2022, an estimated $202K.
  • Atria Wealth Solutions first reported a position in Lemonade in Q1 2022 and held it in 3 quarters.
  • Atria Wealth Solutions's Lemonade position peaked at $480K in Q1 2022.
  • 225 funds tracked by Wall St. Rank held Lemonade as of Q4 2022.

Based on Atria Wealth Solutions's 13F filing for Q4 2022, filed 13 Feb 2023.