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Holistic Financial Partners’s Lemonade LMND Stock Holding History

Holistic Financial 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
Q3 		– Sell
-2,182
Closed -$239K – 109
2021
Q2 		$239K Buy
+2,182
New +$198K 0.14% 101

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Holistic Financial Partners's LMND Position: Q3 2021 in Review

Holistic Financial Partners sold out of Lemonade (LMND) in Q3 2021, closing a stake of 2,182 shares — an estimated $239K sold.

Holistic Financial Partners first reported a position in LMND in Q2 2021 and held it in 1 quarter. The position peaked at $239K in Q2 2021. 286 funds tracked by Wall St. Rank hold LMND as of Q3 2021.

  • Holistic Financial Partners reported no remaining Lemonade position as of Q3 2021 after selling out during the quarter.
  • Holistic Financial Partners sold 2,182 Lemonade shares in Q3 2021, an estimated $239K.
  • Holistic Financial Partners first reported a position in Lemonade in Q2 2021 and held it in 1 quarter.
  • Holistic Financial Partners's Lemonade position peaked at $239K in Q2 2021.
  • 286 funds tracked by Wall St. Rank held Lemonade as of Q3 2021.

Based on Holistic Financial Partners's 13F filing for Q3 2021, filed 12 Nov 2021.