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Regent Peak Wealth Advisors’s lululemon athletica LULU Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-149
Closed -$52K – 615
2020
Q4 		$52K Buy
+149
New +$51.7K 0.02% 304

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

Regent Peak Wealth Advisors's LULU Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of lululemon athletica (LULU) in Q1 2021, closing a stake of 149 shares — an estimated $52K sold.

Regent Peak Wealth Advisors first reported a position in LULU in Q4 2020 and held it in 1 quarter. The position peaked at $52K in Q4 2020. 884 funds tracked by Wall St. Rank hold LULU as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining lululemon athletica position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 149 lululemon athletica shares in Q1 2021, an estimated $52K.
  • Regent Peak Wealth Advisors first reported a position in lululemon athletica in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's lululemon athletica position peaked at $52K in Q4 2020.
  • 884 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.