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IAG Wealth Partners’s lululemon athletica LULU Stock Holding History

IAG Wealth Partners’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
2025
Q1 		– Sell
-17
Closed -$6.5K – 520
2024
Q4 		$6.5K Buy
+17
New +$5.55K ﹤0.01% 400

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
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
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

IAG Wealth Partners's LULU Position: Q1 2025 in Review

IAG Wealth Partners sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 17 shares — an estimated $6.5K sold.

IAG Wealth Partners first reported a position in LULU in Q4 2024 and held it in 1 quarter. The position peaked at $6.5K in Q4 2024. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

  • IAG Wealth Partners reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
  • IAG Wealth Partners sold 17 lululemon athletica shares in Q1 2025, an estimated $6.5K.
  • IAG Wealth Partners first reported a position in lululemon athletica in Q4 2024 and held it in 1 quarter.
  • IAG Wealth Partners's lululemon athletica position peaked at $6.5K in Q4 2024.
  • 1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on IAG Wealth Partners's 13F filing for Q1 2025, filed 16 Apr 2025.