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TPWA
TRUE Private Wealth Advisors’s
lululemon athletica
LULU
Stock Holding History
TRUE Private Wealth Advisors’s Portfolio
LULU Stock Details
LULU Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-500
Closed
-$256K
–
298
2023
Q4
$256K
Buy
+500
New
+$216K
0.03%
239
2023
Q3
–
Sell
-575
Closed
-$218K
–
268
2023
Q2
$218K
Hold
575
–
–
0.03%
222
2023
Q1
$209K
Sell
575
-71
-11%
-$22.3K
0.03%
214
2022
Q4
$207K
Buy
+646
New
+$212K
0.03%
207
2022
Q1
–
Sell
-525
Closed
-$205K
–
258
2021
Q4
$205K
Hold
525
–
–
0.03%
252
2021
Q3
$212K
Sell
525
-40
-7%
-$16K
0.03%
227
2021
Q2
$206K
Buy
+565
New
+$186K
0.03%
224
2021
Q1
–
Sell
-610
Closed
-$212K
–
501
2020
Q4
$212K
Buy
610
+18
+3%
+$6.25K
0.04%
191
2020
Q3
$194K
Buy
592
+100
+20%
+$33.4K
0.03%
186
2020
Q2
$153K
Buy
492
+286
+139%
+$73.1K
0.03%
193
2020
Q1
$39K
Buy
206
+188
+1,044%
+$42.1K
0.01%
311
2019
Q4
$4K
Buy
+18
New
+$3.84K
﹤0.01%
693
2019
Q3
–
Sell
-65
Closed
-$11K
–
514
2019
Q2
$11K
Buy
+65
New
+$11.3K
﹤0.01%
534
2018
Q4
–
Sell
-988
Closed
-$161K
–
636
2018
Q3
$161K
Buy
+988
New
+$135K
0.02%
294
Other funds holding LULU
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Jennison Associates
New York
$145B AUM
34.61%
1-Year Est. Return
Edgewood Management
Greenwich, Connecticut
$15.5B AUM
9.67%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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