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Guardian Wealth Advisors (North Carolina)’s lululemon athletica LULU Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
-395
Closed -$202K – 473
2023
Q4 		$202K Buy
+395
New +$171K 0.03% 242
2022
Q1 		– Sell
-1,042
Closed -$408K – 267
2021
Q4 		$408K Buy
+1,042
New +$445K 0.18% 105

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s LULU Position: Q1 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of lululemon athletica (LULU) in Q1 2024, closing a stake of 395 shares — an estimated $202K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in LULU in Q4 2021 and held it in 2 quarters. The position peaked at $408K in Q4 2021. 1,190 funds tracked by Wall St. Rank hold LULU as of Q1 2024.

  • Guardian Wealth Advisors (North Carolina) reported no remaining lululemon athletica position as of Q1 2024 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 395 lululemon athletica shares in Q1 2024, an estimated $202K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in lululemon athletica in Q4 2021 and held it in 2 quarters.
  • Guardian Wealth Advisors (North Carolina)'s lululemon athletica position peaked at $408K in Q4 2021.
  • 1,190 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2024, filed 15 May 2024.