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BDO Wealth Advisors’s Lemonade LMND Stock Holding History

BDO 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
2023
Q2 		– Sell
-50
Closed -$713 – 1030
2023
Q1 		$713 Buy
50
+30
+150% +$456 ﹤0.01% 980
2022
Q4 		$274 Hold
20
– – ﹤0.01% 980
2022
Q3 		$0 Hold
20
– – ﹤0.01% 1089
2022
Q2 		$0 Hold
20
– – ﹤0.01% 1081
2022
Q1 		$1K Hold
20
– – ﹤0.01% 1005
2021
Q4 		$1K Hold
20
– – ﹤0.01% 1031
2021
Q3 		$1K Hold
20
– – ﹤0.01% 1009
2021
Q2 		$2K Buy
+20
New +$1.82K ﹤0.01% 993

Other funds holding LMND

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

BDO Wealth Advisors's LMND Position: Q2 2023 in Review

BDO Wealth Advisors sold out of Lemonade (LMND) in Q2 2023, closing a stake of 50 shares — an estimated $713 sold.

BDO Wealth Advisors first reported a position in LMND in Q2 2021 and held it in 8 quarters. The position peaked at $2K in Q2 2021. 220 funds tracked by Wall St. Rank hold LMND as of Q2 2023.

  • BDO Wealth Advisors reported no remaining Lemonade position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 50 Lemonade shares in Q2 2023, an estimated $713.
  • BDO Wealth Advisors first reported a position in Lemonade in Q2 2021 and held it in 8 quarters.
  • BDO Wealth Advisors's Lemonade position peaked at $2K in Q2 2021.
  • 220 funds tracked by Wall St. Rank held Lemonade as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.