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Atlas Private Wealth Advisors’s lululemon athletica LULU Stock Holding History

Atlas Private 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
2021
Q4 		– Sell
-39
Closed -$16K – 470
2021
Q3 		$16K Hold
39
– – 0.01% 394
2021
Q2 		$14K Buy
39
+24
+160% +$7.9K 0.01% 420
2021
Q1 		$5K Hold
15
– – ﹤0.01% 618
2020
Q4 		$5K Hold
15
– – ﹤0.01% 527
2020
Q3 		$5K Hold
15
– – ﹤0.01% 478
2020
Q2 		$5K Buy
+15
New +$3.84K ﹤0.01% 504

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Atlas Private Wealth Advisors's LULU Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of lululemon athletica (LULU) in Q4 2021, closing a stake of 39 shares — an estimated $16K sold.

Atlas Private Wealth Advisors first reported a position in LULU in Q2 2020 and held it in 6 quarters. The position peaked at $16K in Q3 2021. 1,055 funds tracked by Wall St. Rank hold LULU as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining lululemon athletica position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 39 lululemon athletica shares in Q4 2021, an estimated $16K.
  • Atlas Private Wealth Advisors first reported a position in lululemon athletica in Q2 2020 and held it in 6 quarters.
  • Atlas Private Wealth Advisors's lululemon athletica position peaked at $16K in Q3 2021.
  • 1,055 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.