B. Riley Wealth Management’s lululemon athletica LULU Stock Holding History

B. Riley 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
2022 Q2	$282	Sell	1,034 -249	-19%	-$79.8K	﹤0.01%	547
2022 Q1	$469K	Buy	1,283 +20	+2%	+$6.51K	0.04%	341
2021 Q4	$494K	Buy	1,263 +37	+3%	+$15.8K	0.03%	357
2021 Q3	$496K	Buy	+1,226	New	+$491K	0.04%	339
2020 Q3	–	Sell	-1,422	Closed	-$444K	–	484
2020 Q2	$444K	Buy	+1,422	New	+$364K	0.05%	239
2015 Q3	–	Sell	-550	Closed	-$35K	–	501
2015 Q2	$35K	Sell	550 -400	-42%	-$26K	0.03%	493
2015 Q1	$60K	Buy	950 +350	+58%	+$22.4K	0.05%	379
2014 Q4	$33K	Sell	600 -200	-25%	-$9.12K	0.03%	473
2014 Q3	$33K	Sell	800 -200	-20%	-$8.05K	0.02%	501
2014 Q2	$40K	Buy	1,000 +200	+25%	+$9.12K	0.03%	510
2014 Q1	$42K	Buy	+800	New	+$39.9K	0.03%	476

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

B. Riley Wealth Management's LULU Position: Q2 2022 in Review

B. Riley Wealth Management reduced its lululemon athletica (LULU) stake by 19% in Q2 2022, selling an estimated $79.8K and leaving 1,034 shares worth $282. The position accounts for ﹤0.01% of the portfolio, ranked #547.

B. Riley Wealth Management first reported a position in LULU in Q1 2014 and has held it in 11 quarters since. The position peaked at $496K in Q3 2021. 972 funds tracked by Wall St. Rank hold LULU as of Q2 2022.

B. Riley Wealth Management held 1,034 shares of lululemon athletica worth $282 as of Q2 2022.
B. Riley Wealth Management sold 249 lululemon athletica shares in Q2 2022, an estimated $79.8K.
lululemon athletica made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #547 holding.
B. Riley Wealth Management first reported a position in lululemon athletica in Q1 2014 and has held it in 11 quarters since.
B. Riley Wealth Management's lululemon athletica position peaked at $496K in Q3 2021.
972 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.