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TCI Wealth Advisors’s lululemon athletica LULU Stock Holding History

TCI 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
2023
Q2 		– Sell
-123
Closed -$44.8K – 1347
2023
Q1 		$44.8K Hold
123
– – 0.01% 458
2022
Q4 		$39.4K Sell
123
-4
-3% -$1.31K 0.01% 469
2022
Q3 		$36K Buy
127
+12
+10% +$3.72K 0.01% 460
2022
Q2 		$31K Buy
115
+18
+19% +$5.77K ﹤0.01% 503
2022
Q1 		$36K Buy
97
+17
+21% +$5.53K 0.01% 498
2021
Q4 		$31K Hold
80
– – ﹤0.01% 527
2021
Q3 		$32K Buy
80
+4
+5% +$1.6K ﹤0.01% 531
2021
Q2 		$28K Buy
76
+16
+27% +$5.27K ﹤0.01% 526
2021
Q1 		$18K Buy
60
+36
+150% +$11.8K 0.01% 607
2020
Q4 		$8K Buy
24
+3
+14% +$1.04K ﹤0.01% 713
2020
Q3 		$7K Sell
21
-3
-13% -$1K ﹤0.01% 677
2020
Q2 		$7K Buy
24
+18
+300% +$4.6K ﹤0.01% 658
2020
Q1 		$1K Buy
6
+3
+100% +$671 ﹤0.01% 1278
2019
Q4 		$1K Hold
3
– – ﹤0.01% 1374
2019
Q3 		$1K Hold
3
– – ﹤0.01% 1325
2019
Q2 		$1K Hold
3
– – ﹤0.01% 1240
2019
Q1 		$0 Hold
3
– – ﹤0.01% 1484
2018
Q4 		$0 Sell
3
-3
-50% -$402 ﹤0.01% 1553
2018
Q3 		$1K Hold
6
– – ﹤0.01% 1261
2018
Q2 		$1K Buy
+6
New +$640 ﹤0.01% 1323
2016
Q1 		– Sell
-50
Closed -$3K – 1376
2015
Q4 		$3K Buy
+50
New +$2.52K ﹤0.01% 802
2014
Q1 		– Sell
-100
Closed -$6K – 902
2013
Q4 		$6K Buy
+100
New +$6.87K ﹤0.01% 516

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCI Wealth Advisors's LULU Position: Q2 2023 in Review

TCI Wealth Advisors sold out of lululemon athletica (LULU) in Q2 2023, closing a stake of 123 shares — an estimated $44.8K sold.

TCI Wealth Advisors first reported a position in LULU in Q4 2013 and held it in 22 quarters. The position peaked at $44.8K in Q1 2023. 1,084 funds tracked by Wall St. Rank hold LULU as of Q2 2023.

  • TCI Wealth Advisors reported no remaining lululemon athletica position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 123 lululemon athletica shares in Q2 2023, an estimated $44.8K.
  • TCI Wealth Advisors first reported a position in lululemon athletica in Q4 2013 and held it in 22 quarters.
  • TCI Wealth Advisors's lululemon athletica position peaked at $44.8K in Q1 2023.
  • 1,084 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.