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Regal Investment Advisors’s lululemon athletica LULU Stock Holding History

Regal Investment 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
2021
Q1 		– Sell
-738
Closed -$257K – 259
2020
Q4 		$257K Buy
+738
New +$256K 0.03% 392
2020
Q3 		– Sell
-701
Closed -$219K – 153
2020
Q2 		$219K Buy
+701
New +$179K 0.04% 295
2015
Q4 		– Sell
-80
Closed -$4K – 621
2015
Q3 		$4K Hold
80
– – ﹤0.01% 839
2015
Q2 		$5K Hold
80
– – ﹤0.01% 747
2015
Q1 		$5K Sell
80
-715
-90% -$45.8K ﹤0.01% 813
2014
Q4 		$44K Sell
795
-660
-45% -$30.1K 0.01% 413
2014
Q3 		$0 Sell
1,455
-404
-22% -$16.3K ﹤0.01% 960
2014
Q2 		$5K Buy
1,859
+1,369
+279% +$62.4K ﹤0.01% 767
2014
Q1 		$0 Buy
490
+170
+53% +$8.48K ﹤0.01% 920
2013
Q4 		$0 Sell
320
-446
-58% -$30.6K ﹤0.01% 900
2013
Q3 		$56K Buy
766
+256
+50% +$17.9K 0.03% 288
2013
Q2 		$33K Buy
+510
New +$37K 0.02% 358

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Regal Investment Advisors's LULU Position: Q1 2021 in Review

Regal Investment Advisors sold out of lululemon athletica (LULU) in Q1 2021, closing a stake of 738 shares — an estimated $257K sold.

Regal Investment Advisors first reported a position in LULU in Q2 2013 and held it in 12 quarters. The position peaked at $257K in Q4 2020. 884 funds tracked by Wall St. Rank hold LULU as of Q1 2021.

  • Regal Investment Advisors reported no remaining lululemon athletica position as of Q1 2021 after selling out during the quarter.
  • Regal Investment Advisors sold 738 lululemon athletica shares in Q1 2021, an estimated $257K.
  • Regal Investment Advisors first reported a position in lululemon athletica in Q2 2013 and held it in 12 quarters.
  • Regal Investment Advisors's lululemon athletica position peaked at $257K in Q4 2020.
  • 884 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2021.

Based on Regal Investment Advisors's 13F filing for Q1 2021, filed 12 May 2021.