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Sequoia Financial Advisors’s Lulu's Fashion Lounge LVLU Stock Holding History

Sequoia Financial Advisors’s Portfolio LVLU Stock Details LVLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,071
Closed -$62.4K – 1227
2023
Q3 		$62.4K Hold
2,071
– – ﹤0.01% 937
2023
Q2 		$78.6K Buy
+2,071
New +$75.7K ﹤0.01% 934

Other funds holding LVLU

Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
IVMX
Institutional Venture Management XV Menlo Park, California $75.5M AUM 16.43% 1-Year Est. Return
IVMX
Institutional Venture Management XVI Menlo Park, California $1.18M AUM 156.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Sequoia Financial Advisors's LVLU Position: Q4 2023 in Review

Sequoia Financial Advisors sold out of Lulu's Fashion Lounge (LVLU) in Q4 2023, closing a stake of 2,071 shares — an estimated $62.4K sold.

Sequoia Financial Advisors first reported a position in LVLU in Q2 2023 and held it in 2 quarters. The position peaked at $78.6K in Q2 2023. 34 funds tracked by Wall St. Rank hold LVLU as of Q4 2023.

  • Sequoia Financial Advisors reported no remaining Lulu's Fashion Lounge position as of Q4 2023 after selling out during the quarter.
  • Sequoia Financial Advisors sold 2,071 Lulu's Fashion Lounge shares in Q4 2023, an estimated $62.4K.
  • Sequoia Financial Advisors first reported a position in Lulu's Fashion Lounge in Q2 2023 and held it in 2 quarters.
  • Sequoia Financial Advisors's Lulu's Fashion Lounge position peaked at $78.6K in Q2 2023.
  • 34 funds tracked by Wall St. Rank held Lulu's Fashion Lounge as of Q4 2023.

Based on Sequoia Financial Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.