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Accurate Wealth Management’s lululemon athletica LULU Stock Holding History

Accurate Wealth Management’s Portfolio LULU Stock Details LULU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-189
Closed -$58.3K – 917
2022
Q4 		$58.3K Buy
+189
New +$62.2K 0.02% 420

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Accurate Wealth Management's LULU Position: Q1 2023 in Review

Accurate Wealth Management sold out of lululemon athletica (LULU) in Q1 2023, closing a stake of 189 shares — an estimated $58.3K sold.

Accurate Wealth Management first reported a position in LULU in Q4 2022 and held it in 1 quarter. The position peaked at $58.3K in Q4 2022. 1,060 funds tracked by Wall St. Rank hold LULU as of Q1 2023.

  • Accurate Wealth Management reported no remaining lululemon athletica position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 189 lululemon athletica shares in Q1 2023, an estimated $58.3K.
  • Accurate Wealth Management first reported a position in lululemon athletica in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's lululemon athletica position peaked at $58.3K in Q4 2022.
  • 1,060 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.