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San Luis Wealth Advisors’s lululemon athletica LULU Stock Holding History

San Luis 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
2022
Q2 		– Sell
-60
Closed -$23K – 280
2022
Q1 		$23K Buy
+60
New +$19.5K 0.01% 302

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

San Luis Wealth Advisors's LULU Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of lululemon athletica (LULU) in Q2 2022, closing a stake of 60 shares — an estimated $23K sold.

San Luis Wealth Advisors first reported a position in LULU in Q1 2022 and held it in 1 quarter. The position peaked at $23K in Q1 2022. 972 funds tracked by Wall St. Rank hold LULU as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining lululemon athletica position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 60 lululemon athletica shares in Q2 2022, an estimated $23K.
  • San Luis Wealth Advisors first reported a position in lululemon athletica in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's lululemon athletica position peaked at $23K in Q1 2022.
  • 972 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.