Cardinal Point Wealth Management Partners’s lululemon athletica LULU Stock Holding History

Cardinal Point Wealth Management Partners’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 Q1	$219K	Buy	+600	New	+$188K	0.07%	76

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Cardinal Point Wealth Management Partners's LULU Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners opened a new position in lululemon athletica (LULU) in Q1 2023: 600 shares worth $219K. The stake represents 0.07% of the portfolio and ranks #76 among its holdings.

1,060 funds tracked by Wall St. Rank hold LULU as of Q1 2023.

Cardinal Point Wealth Management Partners held 600 shares of lululemon athletica worth $219K as of Q1 2023.
lululemon athletica was a new Cardinal Point Wealth Management Partners position in Q1 2023.
lululemon athletica made up 0.07% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #76 holding.
1,060 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.