PWPS
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Pinnacle Wealth Planning Services’s Lemonade LMND Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		– Sell
-3
Closed – – 1239
2020
Q4 		$0 Buy
+3
New +$221 ﹤0.01% 2284

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Susquehanna International Group
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Coatue Management
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ZCI
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N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Pinnacle Wealth Planning Services's LMND Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Lemonade (LMND) in Q1 2021, closing a stake of 3 shares.

Pinnacle Wealth Planning Services first reported a position in LMND in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 300 funds tracked by Wall St. Rank hold LMND as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Lemonade position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 3 Lemonade shares in Q1 2021.
  • Pinnacle Wealth Planning Services first reported a position in Lemonade in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Lemonade position peaked at $0 in Q4 2020.
  • 300 funds tracked by Wall St. Rank held Lemonade as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.