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Avantax Planning Partners’s lululemon athletica LULU Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-275
Closed -$45K – 815
2018
Q3 		$45K Buy
+275
New +$37.7K ﹤0.01% 510
2018
Q2 		– Sell
-240
Closed -$21K – 932
2018
Q1 		$21K Buy
+240
New +$19.2K ﹤0.01% 768

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Avantax Planning Partners's LULU Position: Q4 2018 in Review

Avantax Planning Partners sold out of lululemon athletica (LULU) in Q4 2018, closing a stake of 275 shares — an estimated $45K sold.

Avantax Planning Partners first reported a position in LULU in Q1 2018 and held it in 2 quarters. The position peaked at $45K in Q3 2018. 548 funds tracked by Wall St. Rank hold LULU as of Q4 2018.

  • Avantax Planning Partners reported no remaining lululemon athletica position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 275 lululemon athletica shares in Q4 2018, an estimated $45K.
  • Avantax Planning Partners first reported a position in lululemon athletica in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's lululemon athletica position peaked at $45K in Q3 2018.
  • 548 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.