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AWM
Avondale Wealth Management’s
lululemon athletica
LULU
Stock Holding History
Avondale Wealth Management’s Portfolio
LULU Stock Details
LULU Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-250
Closed
-$70.8K
–
119
2025
Q1
$70.8K
Hold
250
–
–
0.04%
78
2024
Q4
$95.6K
Hold
250
–
–
0.06%
66
2024
Q3
$67.8K
Buy
+250
New
+$66.3K
0.04%
73
2024
Q2
–
Sell
-575
Closed
-$225K
–
127
2024
Q1
$225K
Sell
575
-25
-4%
-$11.6K
0.16%
45
2023
Q4
$307K
Sell
600
-100
-14%
-$43.2K
0.25%
34
2023
Q3
$270K
Sell
700
-100
-13%
-$38.2K
0.24%
39
2023
Q2
$303K
Buy
800
+250
+45%
+$92.2K
0.25%
36
2023
Q1
$200K
Sell
550
-50
-8%
-$15.7K
0.17%
43
2022
Q4
$192K
Buy
600
+100
+20%
+$32.9K
0.17%
35
2022
Q3
$140K
Sell
500
-835
-63%
-$259K
0.15%
43
2022
Q2
$364K
Buy
1,335
+444
+50%
+$142K
0.42%
22
2022
Q1
$325K
Buy
891
+36
+4%
+$11.7K
0.38%
33
2021
Q4
$335K
Buy
855
+490
+134%
+$209K
0.34%
35
2021
Q3
$148K
Sell
365
-65
-15%
-$26K
0.14%
51
2021
Q2
$157K
Sell
430
-500
-54%
-$165K
0.15%
48
2021
Q1
$285K
Buy
930
+865
+1,331%
+$284K
0.28%
36
2020
Q4
$23K
Hold
65
–
–
0.03%
77
2020
Q3
$21K
Buy
+65
New
+$21.7K
0.03%
72
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1-Year Est. Return
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1-Year Est. Return
State Street
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$2.9T AUM
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1-Year Est. Return
AllianceBernstein
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$309B AUM
23.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Flossbach Von Storch
Cologne, Germany
$21.4B AUM
8.31%
1-Year Est. Return
Mawer Investment Management
Calgary, Alberta, Canada
$15.4B AUM
10.9%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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