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One Wealth Management Investment & Advisory Services’s lululemon athletica LULU Stock Holding History

One Wealth Management Investment & Advisory Services’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
-525
Closed -$205K – 145
2024
Q1 		$205K Sell
525
-28
-5% -$12.9K 0.08% 130
2023
Q4 		$283K Buy
+553
New +$239K 0.13% 95

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

One Wealth Management Investment & Advisory Services's LULU Position: Q2 2024 in Review

One Wealth Management Investment & Advisory Services sold out of lululemon athletica (LULU) in Q2 2024, closing a stake of 525 shares — an estimated $205K sold.

One Wealth Management Investment & Advisory Services first reported a position in LULU in Q4 2023 and held it in 2 quarters. The position peaked at $283K in Q4 2023. 1,074 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining lululemon athletica position as of Q2 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 525 lululemon athletica shares in Q2 2024, an estimated $205K.
  • One Wealth Management Investment & Advisory Services first reported a position in lululemon athletica in Q4 2023 and held it in 2 quarters.
  • One Wealth Management Investment & Advisory Services's lululemon athletica position peaked at $283K in Q4 2023.
  • 1,074 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2024, filed 6 Aug 2024.