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Axxcess Wealth Management’s lululemon athletica LULU Stock Holding History

Axxcess Wealth Management’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
Q3 		– Sell
-1,467
Closed -$438K – 923
2024
Q2 		$438K Buy
1,467
+504
+52% +$169K 0.01% 553
2024
Q1 		$376K Sell
963
-25
-3% -$11.6K 0.01% 606
2023
Q4 		$505K Buy
988
+426
+76% +$184K 0.01% 510
2023
Q3 		$217K Sell
562
-27
-5% -$10.3K 0.01% 706
2023
Q2 		$223K Sell
589
-616
-51% -$227K 0.02% 529
2023
Q1 		$439K Buy
+1,205
New +$378K 0.03% 403
2022
Q1 		– Sell
-710
Closed -$278K – 682
2021
Q4 		$278K Buy
+710
New +$303K 0.02% 496

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Axxcess Wealth Management's LULU Position: Q3 2024 in Review

Axxcess Wealth Management sold out of lululemon athletica (LULU) in Q3 2024, closing a stake of 1,467 shares — an estimated $438K sold.

Axxcess Wealth Management first reported a position in LULU in Q4 2021 and held it in 7 quarters. The position peaked at $505K in Q4 2023. 1,079 funds tracked by Wall St. Rank hold LULU as of Q3 2024.

  • Axxcess Wealth Management reported no remaining lululemon athletica position as of Q3 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 1,467 lululemon athletica shares in Q3 2024, an estimated $438K.
  • Axxcess Wealth Management first reported a position in lululemon athletica in Q4 2021 and held it in 7 quarters.
  • Axxcess Wealth Management's lululemon athletica position peaked at $505K in Q4 2023.
  • 1,079 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2024.

Based on Axxcess Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.