CWA
LULU icon

CM Wealth Advisors’s lululemon athletica LULU Stock Holding History

CM 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
2024
Q2 		– Sell
-1,483
Closed -$519K – 134
2024
Q1 		$519K Buy
+1,483
New +$686K 0.15% 79
2023
Q3 		– Sell
-1,461
Closed -$552K – 132
2023
Q2 		$552K Sell
1,461
-9,917
-87% -$3.66M 0.18% 61
2023
Q1 		$4.24M Buy
+11,378
New +$3.57M 0.82% 12

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

CM Wealth Advisors's LULU Position: Q2 2024 in Review

CM Wealth Advisors sold out of lululemon athletica (LULU) in Q2 2024, closing a stake of 1,483 shares — an estimated $519K sold.

CM Wealth Advisors first reported a position in LULU in Q1 2023 and held it in 3 quarters. The position peaked at $4.24M in Q1 2023. 1,073 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

  • CM Wealth Advisors reported no remaining lululemon athletica position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 1,483 lululemon athletica shares in Q2 2024, an estimated $519K.
  • CM Wealth Advisors first reported a position in lululemon athletica in Q1 2023 and held it in 3 quarters.
  • CM Wealth Advisors's lululemon athletica position peaked at $4.24M in Q1 2023.
  • 1,073 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.