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Clear Perspectives Financial Planning’s lululemon athletica LULU Stock Holding History

Clear Perspectives Financial Planning’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
Q3 		– Sell
-50
Closed -$14K – 222
2022
Q2 		$14K Hold
50
– – 0.01% 142
2022
Q1 		$18K Buy
+50
New +$16.3K 0.01% 142

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Clear Perspectives Financial Planning's LULU Position: Q3 2022 in Review

Clear Perspectives Financial Planning sold out of lululemon athletica (LULU) in Q3 2022, closing a stake of 50 shares — an estimated $14K sold.

Clear Perspectives Financial Planning first reported a position in LULU in Q1 2022 and held it in 2 quarters. The position peaked at $18K in Q1 2022. 976 funds tracked by Wall St. Rank hold LULU as of Q3 2022.

  • Clear Perspectives Financial Planning reported no remaining lululemon athletica position as of Q3 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 50 lululemon athletica shares in Q3 2022, an estimated $14K.
  • Clear Perspectives Financial Planning first reported a position in lululemon athletica in Q1 2022 and held it in 2 quarters.
  • Clear Perspectives Financial Planning's lululemon athletica position peaked at $18K in Q1 2022.
  • 976 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.