FSC Wealth Advisors’s lululemon athletica LULU Stock Holding History

FSC 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 Q1	–	Sell	-80	Closed	-$40.9K	–	283
2023 Q4	$40.9K	Buy	+80	New	+$34.6K	0.03%	109

Other funds holding LULU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

FSC Wealth Advisors's LULU Position: Q1 2024 in Review

FSC Wealth Advisors sold out of lululemon athletica (LULU) in Q1 2024, closing a stake of 80 shares — an estimated $40.9K sold.

FSC Wealth Advisors first reported a position in LULU in Q4 2023 and held it in 1 quarter. The position peaked at $40.9K in Q4 2023. 1,189 funds tracked by Wall St. Rank hold LULU as of Q1 2024.

FSC Wealth Advisors reported no remaining lululemon athletica position as of Q1 2024 after selling out during the quarter.
FSC Wealth Advisors sold 80 lululemon athletica shares in Q1 2024, an estimated $40.9K.
FSC Wealth Advisors first reported a position in lululemon athletica in Q4 2023 and held it in 1 quarter.
FSC Wealth Advisors's lululemon athletica position peaked at $40.9K in Q4 2023.
1,189 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2024.

Based on FSC Wealth Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.