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Private Wealth Advisors (California)’s Lemonade LMND Stock Holding History

Private Wealth Advisors (California)’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
-2,725
Closed -$298K – 118
2021
Q2 		$298K Buy
+2,725
New +$247K 0.09% 75

Other funds holding LMND

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Private Wealth Advisors (California)'s LMND Position: Q3 2021 in Review

Private Wealth Advisors (California) sold out of Lemonade (LMND) in Q3 2021, closing a stake of 2,725 shares — an estimated $298K sold.

Private Wealth Advisors (California) first reported a position in LMND in Q2 2021 and held it in 1 quarter. The position peaked at $298K in Q2 2021. 286 funds tracked by Wall St. Rank hold LMND as of Q3 2021.

  • Private Wealth Advisors (California) reported no remaining Lemonade position as of Q3 2021 after selling out during the quarter.
  • Private Wealth Advisors (California) sold 2,725 Lemonade shares in Q3 2021, an estimated $298K.
  • Private Wealth Advisors (California) first reported a position in Lemonade in Q2 2021 and held it in 1 quarter.
  • Private Wealth Advisors (California)'s Lemonade position peaked at $298K in Q2 2021.
  • 286 funds tracked by Wall St. Rank held Lemonade as of Q3 2021.

Based on Private Wealth Advisors (California)'s 13F filing for Q3 2021, filed 3 Dec 2021.