New Wave Wealth Advisors’s Lemonade LMND Stock Holding History

New Wave 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
2025 Q1	–	Sell	-40	Closed	-$1.47K	–	433
2024 Q4	$1.47K	Buy	+40	New	+$1.28K	﹤0.01%	590

Other funds holding LMND

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

New Wave Wealth Advisors's LMND Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Lemonade (LMND) in Q1 2025, closing a stake of 40 shares — an estimated $1.47K sold.

New Wave Wealth Advisors first reported a position in LMND in Q4 2024 and held it in 1 quarter. The position peaked at $1.47K in Q4 2024. 250 funds tracked by Wall St. Rank hold LMND as of Q1 2025.

New Wave Wealth Advisors reported no remaining Lemonade position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 40 Lemonade shares in Q1 2025, an estimated $1.47K.
New Wave Wealth Advisors first reported a position in Lemonade in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's Lemonade position peaked at $1.47K in Q4 2024.
250 funds tracked by Wall St. Rank held Lemonade as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.