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Prentice Wealth Management’s lululemon athletica LULU Stock Holding History

Prentice 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
Q4 		– Sell
-17
Closed -$7K – 216
2021
Q3 		$7K Hold
17
– – ﹤0.01% 262
2021
Q2 		$6K Hold
17
– – ﹤0.01% 265
2021
Q1 		$5K Buy
+17
New +$5.58K ﹤0.01% 274

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Prentice Wealth Management's LULU Position: Q4 2021 in Review

Prentice Wealth Management sold out of lululemon athletica (LULU) in Q4 2021, closing a stake of 17 shares — an estimated $7K sold.

Prentice Wealth Management first reported a position in LULU in Q1 2021 and held it in 3 quarters. The position peaked at $7K in Q3 2021. 1,055 funds tracked by Wall St. Rank hold LULU as of Q4 2021.

  • Prentice Wealth Management reported no remaining lululemon athletica position as of Q4 2021 after selling out during the quarter.
  • Prentice Wealth Management sold 17 lululemon athletica shares in Q4 2021, an estimated $7K.
  • Prentice Wealth Management first reported a position in lululemon athletica in Q1 2021 and held it in 3 quarters.
  • Prentice Wealth Management's lululemon athletica position peaked at $7K in Q3 2021.
  • 1,055 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2021.

Based on Prentice Wealth Management's 13F filing for Q4 2021, filed 31 Oct 2022.