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Alta Wealth Advisors’s lululemon athletica LULU Stock Holding History

Alta Wealth Advisors’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
2024
Q1 		– Sell
-994
Closed -$508K – 131
2023
Q4 		$508K Buy
994
+50
+5% +$21.6K 0.28% 80
2023
Q3 		$364K Sell
944
-60
-6% -$22.9K 0.22% 100
2023
Q2 		$380K Buy
1,004
+52
+5% +$19.2K 0.22% 107
2023
Q1 		$347K Sell
952
-488
-34% -$153K 0.22% 112
2022
Q4 		$461K Buy
1,440
+89
+7% +$29.3K 0.31% 97
2022
Q3 		$378K Buy
1,351
+27
+2% +$8.37K 0.27% 109
2022
Q2 		$361K Buy
1,324
+78
+6% +$25K 0.25% 108
2022
Q1 		$455K Sell
1,246
-138
-10% -$44.9K 0.27% 107
2021
Q4 		$542K Buy
1,384
+113
+9% +$48.3K 0.33% 95
2021
Q3 		$514K Buy
1,271
+13
+1% +$5.21K 0.37% 94
2021
Q2 		$459K Hold
1,258
– – 0.34% 103
2021
Q1 		$386K Buy
1,258
+37
+3% +$12.1K 0.32% 103
2020
Q4 		$425K Buy
+1,221
New +$424K 0.36% 90

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Alta Wealth Advisors's LULU Position: Q1 2024 in Review

Alta Wealth Advisors sold out of lululemon athletica (LULU) in Q1 2024, closing a stake of 994 shares — an estimated $508K sold.

Alta Wealth Advisors first reported a position in LULU in Q4 2020 and held it in 13 quarters. The position peaked at $542K in Q4 2021. 1,190 funds tracked by Wall St. Rank hold LULU as of Q1 2024.

  • Alta Wealth Advisors reported no remaining lululemon athletica position as of Q1 2024 after selling out during the quarter.
  • Alta Wealth Advisors sold 994 lululemon athletica shares in Q1 2024, an estimated $508K.
  • Alta Wealth Advisors first reported a position in lululemon athletica in Q4 2020 and held it in 13 quarters.
  • Alta Wealth Advisors's lululemon athletica position peaked at $542K in Q4 2021.
  • 1,190 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2024.

Based on Alta Wealth Advisors's 13F filing for Q1 2024, filed 1 May 2024.