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Ropes Wealth Advisors’s lululemon athletica LULU Stock Holding History

Ropes 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
-390
Closed -$136K – 552
2020
Q4 		$136K Buy
390
+28
+8% +$9.72K 0.02% 270
2020
Q3 		$119K Hold
362
– – 0.02% 253
2020
Q2 		$113K Hold
362
– – 0.02% 248
2020
Q1 		$69K Hold
362
– – 0.02% 256
2019
Q4 		$84K Buy
362
+100
+38% +$21.3K 0.02% 286
2019
Q3 		$50K Sell
262
-31
-11% -$5.79K 0.01% 340
2019
Q2 		$53K Hold
293
– – 0.01% 329
2019
Q1 		$48K Buy
+293
New +$42.8K 0.01% 333

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

Ropes Wealth Advisors's LULU Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of lululemon athletica (LULU) in Q1 2021, closing a stake of 390 shares — an estimated $136K sold.

Ropes Wealth Advisors first reported a position in LULU in Q1 2019 and held it in 8 quarters. The position peaked at $136K in Q4 2020. 884 funds tracked by Wall St. Rank hold LULU as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining lululemon athletica position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 390 lululemon athletica shares in Q1 2021, an estimated $136K.
  • Ropes Wealth Advisors first reported a position in lululemon athletica in Q1 2019 and held it in 8 quarters.
  • Ropes Wealth Advisors's lululemon athletica position peaked at $136K in Q4 2020.
  • 884 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2021.

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