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Avidian Wealth Enterprises’s lululemon athletica LULU Stock Holding History

Avidian Wealth Enterprises’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
Q4 		– Sell
-593
Closed -$229K – 425
2023
Q3 		$229K Sell
593
-3
-0.5% -$1.15K 0.02% 365
2023
Q2 		$226K Sell
596
-603
-50% -$222K 0.01% 387
2023
Q1 		$437K Buy
+1,199
New +$376K 0.02% 319
2022
Q1 		– Sell
-699
Closed -$274K – 547
2021
Q4 		$274K Buy
+699
New +$299K 0.02% 425

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Avidian Wealth Enterprises's LULU Position: Q4 2023 in Review

Avidian Wealth Enterprises sold out of lululemon athletica (LULU) in Q4 2023, closing a stake of 593 shares — an estimated $229K sold.

Avidian Wealth Enterprises first reported a position in LULU in Q4 2021 and held it in 4 quarters. The position peaked at $437K in Q1 2023. 1,230 funds tracked by Wall St. Rank hold LULU as of Q4 2023.

  • Avidian Wealth Enterprises reported no remaining lululemon athletica position as of Q4 2023 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 593 lululemon athletica shares in Q4 2023, an estimated $229K.
  • Avidian Wealth Enterprises first reported a position in lululemon athletica in Q4 2021 and held it in 4 quarters.
  • Avidian Wealth Enterprises's lululemon athletica position peaked at $437K in Q1 2023.
  • 1,230 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2023, filed 6 Feb 2024.