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

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 $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

TRUE Private Wealth Advisors's LULU Position: Q1 2024 in Review

TRUE Private Wealth Advisors sold out of lululemon athletica (LULU) in Q1 2024, closing a stake of 500 shares — an estimated $256K sold.

TRUE Private Wealth Advisors first reported a position in LULU in Q3 2018 and held it in 14 quarters. The position peaked at $256K in Q4 2023. 1,191 funds tracked by Wall St. Rank hold LULU as of Q1 2024.

TRUE Private Wealth Advisors reported no remaining lululemon athletica position as of Q1 2024 after selling out during the quarter.
TRUE Private Wealth Advisors sold 500 lululemon athletica shares in Q1 2024, an estimated $256K.
TRUE Private Wealth Advisors first reported a position in lululemon athletica in Q3 2018 and held it in 14 quarters.
TRUE Private Wealth Advisors's lululemon athletica position peaked at $256K in Q4 2023.
1,191 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.