PWM
LULU icon

PRW Wealth Management’s lululemon athletica LULU Stock Holding History

PRW 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
2019
Q2 		– Sell
-281
Closed -$46K – 403
2019
Q1 		$46K Hold
281
– – 0.04% 146
2018
Q4 		$34K Buy
+281
New +$37.7K 0.04% 176

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PRW Wealth Management's LULU Position: Q2 2019 in Review

PRW Wealth Management sold out of lululemon athletica (LULU) in Q2 2019, closing a stake of 281 shares — an estimated $46K sold.

PRW Wealth Management first reported a position in LULU in Q4 2018 and held it in 2 quarters. The position peaked at $46K in Q1 2019. 672 funds tracked by Wall St. Rank hold LULU as of Q2 2019.

  • PRW Wealth Management reported no remaining lululemon athletica position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 281 lululemon athletica shares in Q2 2019, an estimated $46K.
  • PRW Wealth Management first reported a position in lululemon athletica in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's lululemon athletica position peaked at $46K in Q1 2019.
  • 672 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.