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Prevail Innovative Wealth Advisors’s lululemon athletica LULU Stock Holding History

Prevail Innovative 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
2024
Q4 		– Sell
-8,597
Closed -$2.33M – 187
2024
Q3 		$2.33M Sell
8,597
-5,661
-40% -$1.5M 0.71% 54
2024
Q2 		$4.26M Buy
+14,258
New +$4.77M 1.51% 13

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Prevail Innovative Wealth Advisors's LULU Position: Q4 2024 in Review

Prevail Innovative Wealth Advisors sold out of lululemon athletica (LULU) in Q4 2024, closing a stake of 8,597 shares — an estimated $2.33M sold.

Prevail Innovative Wealth Advisors first reported a position in LULU in Q2 2024 and held it in 2 quarters. The position peaked at $4.26M in Q2 2024. 1,231 funds tracked by Wall St. Rank hold LULU as of Q4 2024.

  • Prevail Innovative Wealth Advisors reported no remaining lululemon athletica position as of Q4 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 8,597 lululemon athletica shares in Q4 2024, an estimated $2.33M.
  • Prevail Innovative Wealth Advisors first reported a position in lululemon athletica in Q2 2024 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's lululemon athletica position peaked at $4.26M in Q2 2024.
  • 1,231 funds tracked by Wall St. Rank held lululemon athletica as of Q4 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.