U.S. Capital Wealth Advisors’s Lemonade LMND Stock Holding History

U.S. Capital 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 Q1	–	Sell	-52	Closed	-$711	–	1134
2022 Q4	$711	Buy	+52	New	+$1.03K	﹤0.01%	1551

Other funds holding LMND

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

U.S. Capital Wealth Advisors's LMND Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Lemonade (LMND) in Q1 2023, closing a stake of 52 shares — an estimated $711 sold.

U.S. Capital Wealth Advisors first reported a position in LMND in Q4 2022 and held it in 1 quarter. The position peaked at $711 in Q4 2022. 216 funds tracked by Wall St. Rank hold LMND as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Lemonade position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 52 Lemonade shares in Q1 2023, an estimated $711.
U.S. Capital Wealth Advisors first reported a position in Lemonade in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Lemonade position peaked at $711 in Q4 2022.
216 funds tracked by Wall St. Rank held Lemonade as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.