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Avantax Planning Partners’s Lemonade LMND Stock Holding History

Avantax Planning Partners’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
-4,240
Closed -$284K – 362
2021
Q3 		$284K Sell
4,240
-7
-0.2% -$564 0.01% 263
2021
Q2 		$465K Buy
4,247
+507
+14% +$46K 0.02% 210
2021
Q1 		$348K Buy
3,740
+1,798
+93% +$232K 0.02% 225
2020
Q4 		$238K Buy
+1,942
New +$143K 0.01% 254

Other funds holding LMND

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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Avantax Planning Partners's LMND Position: Q4 2021 in Review

Avantax Planning Partners sold out of Lemonade (LMND) in Q4 2021, closing a stake of 4,240 shares — an estimated $284K sold.

Avantax Planning Partners first reported a position in LMND in Q4 2020 and held it in 4 quarters. The position peaked at $465K in Q2 2021. 266 funds tracked by Wall St. Rank hold LMND as of Q4 2021.

  • Avantax Planning Partners reported no remaining Lemonade position as of Q4 2021 after selling out during the quarter.
  • Avantax Planning Partners sold 4,240 Lemonade shares in Q4 2021, an estimated $284K.
  • Avantax Planning Partners first reported a position in Lemonade in Q4 2020 and held it in 4 quarters.
  • Avantax Planning Partners's Lemonade position peaked at $465K in Q2 2021.
  • 266 funds tracked by Wall St. Rank held Lemonade as of Q4 2021.

Based on Avantax Planning Partners's 13F filing for Q4 2021, filed 28 Jan 2022.