BFWA
LULU icon

Benchmark Financial Wealth Advisors’s lululemon athletica LULU Stock Holding History

Benchmark Financial 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
2021
Q2 		– Sell
-664
Closed -$204K – 70
2021
Q1 		$204K Sell
664
-251
-27% -$82.4K 0.11% 58
2020
Q4 		$318K Buy
915
+39
+4% +$13.5K 0.18% 45
2020
Q3 		$289K Buy
876
+36
+4% +$12K 0.19% 43
2020
Q2 		$262K Buy
+840
New +$215K 0.19% 41

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Benchmark Financial Wealth Advisors's LULU Position: Q2 2021 in Review

Benchmark Financial Wealth Advisors sold out of lululemon athletica (LULU) in Q2 2021, closing a stake of 664 shares — an estimated $204K sold.

Benchmark Financial Wealth Advisors first reported a position in LULU in Q2 2020 and held it in 4 quarters. The position peaked at $318K in Q4 2020. 928 funds tracked by Wall St. Rank hold LULU as of Q2 2021.

  • Benchmark Financial Wealth Advisors reported no remaining lululemon athletica position as of Q2 2021 after selling out during the quarter.
  • Benchmark Financial Wealth Advisors sold 664 lululemon athletica shares in Q2 2021, an estimated $204K.
  • Benchmark Financial Wealth Advisors first reported a position in lululemon athletica in Q2 2020 and held it in 4 quarters.
  • Benchmark Financial Wealth Advisors's lululemon athletica position peaked at $318K in Q4 2020.
  • 928 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2021.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2021, filed 26 Jul 2021.