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Foster Victor Wealth Advisors’s lululemon athletica LULU Stock Holding History

Foster Victor 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
Q3 		– Sell
-875
Closed -$255K – 196
2024
Q2 		$255K Buy
+875
New +$293K 0.02% 170

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Foster Victor Wealth Advisors's LULU Position: Q3 2024 in Review

Foster Victor Wealth Advisors sold out of lululemon athletica (LULU) in Q3 2024, closing a stake of 875 shares — an estimated $255K sold.

Foster Victor Wealth Advisors first reported a position in LULU in Q2 2024 and held it in 1 quarter. The position peaked at $255K in Q2 2024. 1,080 funds tracked by Wall St. Rank hold LULU as of Q3 2024.

  • Foster Victor Wealth Advisors reported no remaining lululemon athletica position as of Q3 2024 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 875 lululemon athletica shares in Q3 2024, an estimated $255K.
  • Foster Victor Wealth Advisors first reported a position in lululemon athletica in Q2 2024 and held it in 1 quarter.
  • Foster Victor Wealth Advisors's lululemon athletica position peaked at $255K in Q2 2024.
  • 1,080 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2024.

Based on Foster Victor Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.