PWA
LULU icon

Phoenix Wealth Advisors’s lululemon athletica LULU Stock Holding History

Phoenix Wealth Advisors’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
2023
Q1 		– Sell
-1,194
Closed -$383K – 109
2022
Q4 		$383K Sell
1,194
-176
-13% -$57.9K 0.23% 59
2022
Q3 		$383K Sell
1,370
-51
-4% -$15.8K 0.38% 57
2022
Q2 		$387K Sell
1,421
-196
-12% -$62.8K 0.38% 55
2022
Q1 		$601K Buy
+1,617
New +$526K 0.62% 37

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Phoenix Wealth Advisors's LULU Position: Q1 2023 in Review

Phoenix Wealth Advisors sold out of lululemon athletica (LULU) in Q1 2023, closing a stake of 1,194 shares — an estimated $383K sold.

Phoenix Wealth Advisors first reported a position in LULU in Q1 2022 and held it in 4 quarters. The position peaked at $601K in Q1 2022. 1,060 funds tracked by Wall St. Rank hold LULU as of Q1 2023.

  • Phoenix Wealth Advisors reported no remaining lululemon athletica position as of Q1 2023 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 1,194 lululemon athletica shares in Q1 2023, an estimated $383K.
  • Phoenix Wealth Advisors first reported a position in lululemon athletica in Q1 2022 and held it in 4 quarters.
  • Phoenix Wealth Advisors's lululemon athletica position peaked at $601K in Q1 2022.
  • 1,060 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2023.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2023, filed 5 May 2023.