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TCI Wealth Advisors’s Lemonade LMND Stock Holding History

TCI 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
-260
Closed -$3.71K – 1327
2023
Q1 		$3.71K Buy
260
+237
+1,030% +$3.6K ﹤0.01% 1732
2022
Q4 		$315 Sell
23
-190
-89% -$3.76K ﹤0.01% 2275
2022
Q3 		$5K Sell
213
-81
-28% -$1.84K ﹤0.01% 1480
2022
Q2 		$5K Buy
294
+63
+27% +$1.33K ﹤0.01% 1505
2022
Q1 		$6K Buy
231
+208
+904% +$5.89K ﹤0.01% 1435
2021
Q4 		$1K Sell
23
-7
-23% -$393 ﹤0.01% 2212
2021
Q3 		$2K Buy
+30
New +$2.42K ﹤0.01% 2148

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 $3.37T AUM 44.26% 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 40.91% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Lemonade (LMND) in Q2 2023, closing a stake of 260 shares — an estimated $3.71K sold.

TCI Wealth Advisors first reported a position in LMND in Q3 2021 and held it in 7 quarters. The position peaked at $6K in Q1 2022. 220 funds tracked by Wall St. Rank hold LMND as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Lemonade position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 260 Lemonade shares in Q2 2023, an estimated $3.71K.
  • TCI Wealth Advisors first reported a position in Lemonade in Q3 2021 and held it in 7 quarters.
  • TCI Wealth Advisors's Lemonade position peaked at $6K in Q1 2022.
  • 220 funds tracked by Wall St. Rank held Lemonade as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.