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Parisi Gray Wealth Management’s lululemon athletica LULU Stock Holding History

Parisi Gray Wealth Management’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
2021
Q3 		– Sell
-135
Closed -$49K – 358
2021
Q2 		$49K Buy
+135
New +$44.5K 0.02% 300
2019
Q2 		– Sell
-150
Closed -$25K – 294
2019
Q1 		$25K Sell
150
-33
-18% -$4.82K 0.02% 287
2018
Q4 		$22K Hold
183
– – 0.01% 298
2018
Q3 		$30K Sell
183
-170
-48% -$23.3K 0.02% 296
2018
Q2 		$45K Buy
353
+153
+77% +$16.3K 0.03% 246
2018
Q1 		$18K Hold
200
– – 0.01% 357
2017
Q4 		$16K Buy
+200
New +$13.3K 0.01% 380

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return