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SOA Wealth Advisors’s Lemonade LMND Stock Holding History

SOA 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
2023
Q2 		– Sell
-95
Closed -$1.35K – 963
2023
Q1 		$1.35K Hold
95
– – ﹤0.01% 763
2022
Q4 		$1.3K Sell
95
-22
-19% -$435 ﹤0.01% 770
2022
Q3 		$2K Hold
117
– – ﹤0.01% 713
2022
Q2 		$2K Buy
117
+22
+23% +$464 ﹤0.01% 705
2022
Q1 		$2K Hold
95
– – ﹤0.01% 808
2021
Q4 		$4K Hold
95
– – ﹤0.01% 694
2021
Q3 		$6K Hold
95
– – ﹤0.01% 661
2021
Q2 		$10K Hold
95
– – ﹤0.01% 578
2021
Q1 		$8K Hold
95
– – ﹤0.01% 551
2020
Q4 		$14K Buy
+95
New +$7.01K ﹤0.01% 458

Other funds holding LMND

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SOA Wealth Advisors's LMND Position: Q2 2023 in Review

SOA Wealth Advisors sold out of Lemonade (LMND) in Q2 2023, closing a stake of 95 shares — an estimated $1.35K sold.

SOA Wealth Advisors first reported a position in LMND in Q4 2020 and held it in 10 quarters. The position peaked at $14K in Q4 2020. 220 funds tracked by Wall St. Rank hold LMND as of Q2 2023.

  • SOA Wealth Advisors reported no remaining Lemonade position as of Q2 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 95 Lemonade shares in Q2 2023, an estimated $1.35K.
  • SOA Wealth Advisors first reported a position in Lemonade in Q4 2020 and held it in 10 quarters.
  • SOA Wealth Advisors's Lemonade position peaked at $14K in Q4 2020.
  • 220 funds tracked by Wall St. Rank held Lemonade as of Q2 2023.

Based on SOA Wealth Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.