Prosperity Financial Group’s Lulu's Fashion Lounge LVLU Stock Holding History

Prosperity Financial Group’s Portfolio LVLU Stock Details LVLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,295	Closed	-$22K	–	185
2024 Q4	$22K	Hold	1,295	–	–	0.01%	171
2024 Q3	$31.1K	Hold	1,295	–	–	0.02%	153
2024 Q2	$35.9K	Hold	1,295	–	–	0.02%	140
2024 Q1	$27.2K	Hold	1,295	–	–	0.02%	143
2023 Q4	$36.1K	Hold	1,295	–	–	0.03%	129
2023 Q3	$39.1K	Hold	1,295	–	–	0.03%	113
2023 Q2	$49.2K	Buy	+1,295	New	+$47.3K	0.04%	128

Other funds holding LVLU

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

IVMX

Institutional Venture Management XV Menlo Park, California $75.5M AUM 16.43% 1-Year Est. Return

IVMX

Institutional Venture Management XVI Menlo Park, California $1.18M AUM 156.01% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Prosperity Financial Group's LVLU Position: Q1 2025 in Review

Prosperity Financial Group sold out of Lulu's Fashion Lounge (LVLU) in Q1 2025, closing a stake of 1,295 shares — an estimated $22K sold.

Prosperity Financial Group first reported a position in LVLU in Q2 2023 and held it in 7 quarters. The position peaked at $49.2K in Q2 2023. 30 funds tracked by Wall St. Rank hold LVLU as of Q1 2025.

Prosperity Financial Group reported no remaining Lulu's Fashion Lounge position as of Q1 2025 after selling out during the quarter.
Prosperity Financial Group sold 1,295 Lulu's Fashion Lounge shares in Q1 2025, an estimated $22K.
Prosperity Financial Group first reported a position in Lulu's Fashion Lounge in Q2 2023 and held it in 7 quarters.
Prosperity Financial Group's Lulu's Fashion Lounge position peaked at $49.2K in Q2 2023.
30 funds tracked by Wall St. Rank held Lulu's Fashion Lounge as of Q1 2025.

Based on Prosperity Financial Group's 13F filing for Q1 2025, filed 15 May 2025.