BDO Wealth Advisors’s lululemon athletica LULU Stock Holding History

BDO Wealth Advisors’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 Q2	$115K	Hold	305	–	–	0.01%	323
2023 Q1	$111K	Sell	305 -400	-57%	-$125K	0.01%	312
2022 Q4	$226K	Sell	705 -42	-6%	-$13.8K	0.03%	245
2022 Q3	$209K	Hold	747	–	–	0.03%	243
2022 Q2	$204K	Hold	747	–	–	0.03%	248
2022 Q1	$273K	Buy	747 +105	+16%	+$34.2K	0.03%	230
2021 Q4	$251K	Hold	642	–	–	0.03%	255
2021 Q3	$260K	Hold	642	–	–	0.03%	247
2021 Q2	$234K	Sell	642 -9	-1%	-$2.96K	0.03%	271
2021 Q1	$200K	Buy	651 +600	+1,176%	+$197K	0.02%	289
2020 Q4	$18K	Buy	51 +42	+467%	+$14.6K	﹤0.01%	475
2020 Q3	$3K	Buy	+9	New	+$3K	﹤0.01%	631
2019 Q1	–	Sell	-100	Closed	-$12K	–	639
2018 Q4	$12K	Hold	100	–	–	﹤0.01%	391
2018 Q3	$16K	Hold	100	–	–	0.01%	407
2018 Q2	$12K	Buy	+100	New	+$10.7K	﹤0.01%	442

Other funds holding LULU

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

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

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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BDO Wealth Advisors's LULU Position: Q2 2023 in Review

BDO Wealth Advisors held its lululemon athletica (LULU) position steady in Q2 2023 at 305 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #323.

BDO Wealth Advisors first reported a position in LULU in Q2 2018 and has held it in 15 quarters since. The position peaked at $273K in Q1 2022. 1,084 funds tracked by Wall St. Rank hold LULU as of Q2 2023.

BDO Wealth Advisors held 305 shares of lululemon athletica worth $115K as of Q2 2023.
BDO Wealth Advisors left its lululemon athletica share count unchanged in Q2 2023.
lululemon athletica made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #323 holding.
BDO Wealth Advisors first reported a position in lululemon athletica in Q2 2018 and has held it in 15 quarters since.
BDO Wealth Advisors's lululemon athletica position peaked at $273K in Q1 2022.
1,084 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.