Financial Synergies Wealth Advisors’s Lemonade LMND Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-18	Closed	-$296	–	281
2024 Q1	$296	Hold	18	–	–	﹤0.01%	482
2023 Q4	$247	Hold	18	–	–	﹤0.01%	433
2023 Q3	$210	Hold	18	–	–	﹤0.01%	484
2023 Q2	$304	Hold	18	–	–	﹤0.01%	471
2023 Q1	$257	Hold	18	–	–	﹤0.01%	472
2022 Q4	$247	Hold	18	–	–	﹤0.01%	433
2022 Q3	$382	Hold	18	–	–	﹤0.01%	388
2022 Q2	$329	Buy	+18	New	+$379	﹤0.01%	433

Other funds holding LMND

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

HFF

Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Financial Synergies Wealth Advisors's LMND Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Lemonade (LMND) in Q2 2024, closing a stake of 18 shares — an estimated $296 sold.

Financial Synergies Wealth Advisors first reported a position in LMND in Q2 2022 and held it in 8 quarters. The position peaked at $382 in Q3 2022. 214 funds tracked by Wall St. Rank hold LMND as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Lemonade position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 18 Lemonade shares in Q2 2024, an estimated $296.
Financial Synergies Wealth Advisors first reported a position in Lemonade in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Lemonade position peaked at $382 in Q3 2022.
214 funds tracked by Wall St. Rank held Lemonade as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.