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Beaird Harris Wealth Management’s lululemon athletica LULU Stock Holding History

Beaird Harris 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
Q2 		– Hold
0
– – – 666
2023
Q3 		– Sell
-15
Closed -$5.68K – 469
2023
Q2 		$5.68K Buy
+15
New +$5.53K ﹤0.01% 309
2023
Q1 		– Sell
-16
Closed -$5.13K – 627
2022
Q4 		$5.13K Buy
+16
New +$5.26K ﹤0.01% 409

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Beaird Harris Wealth Management's LULU Position: Q2 2024 in Review

Beaird Harris Wealth Management held its lululemon athletica (LULU) position steady in Q2 2024 at 0 shares worth $84. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Beaird Harris Wealth Management first reported a position in LULU in Q4 2022 and has held it in 2 quarters since. The position peaked at $5.68K in Q2 2023. 1,073 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

  • Beaird Harris Wealth Management held 0 shares of lululemon athletica worth $84 as of Q2 2024.
  • Beaird Harris Wealth Management left its lululemon athletica share count unchanged in Q2 2024.
  • lululemon athletica made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2024, its #666 holding.
  • Beaird Harris Wealth Management first reported a position in lululemon athletica in Q4 2022 and has held it in 2 quarters since.
  • Beaird Harris Wealth Management's lululemon athletica position peaked at $5.68K in Q2 2023.
  • 1,073 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2024, filed 15 Aug 2024.