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Patriot Financial Group Insurance Agency’s lululemon athletica LULU Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-32
Closed -$9K – 1287
2022
Q2 		$9K Hold
32
– – ﹤0.01% 1297
2022
Q1 		$12K Hold
32
– – ﹤0.01% 1288
2021
Q4 		$13K Hold
32
– – ﹤0.01% 1384
2021
Q3 		$13K Hold
32
– – ﹤0.01% 1363
2021
Q2 		$12K Buy
+32
New +$10.5K ﹤0.01% 1370

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Jennison Associates
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WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
T. Rowe Price Associates
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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Artisan Partners
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Patriot Financial Group Insurance Agency's LULU Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of lululemon athletica (LULU) in Q3 2022, closing a stake of 32 shares — an estimated $9K sold.

Patriot Financial Group Insurance Agency first reported a position in LULU in Q2 2021 and held it in 5 quarters. The position peaked at $13K in Q4 2021. 977 funds tracked by Wall St. Rank hold LULU as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining lululemon athletica position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 32 lululemon athletica shares in Q3 2022, an estimated $9K.
  • Patriot Financial Group Insurance Agency first reported a position in lululemon athletica in Q2 2021 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's lululemon athletica position peaked at $13K in Q4 2021.
  • 977 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.