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Vanguard Capital Wealth Advisors’s lululemon athletica LULU Stock Holding History

Vanguard Capital 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
Q2 		– Sell
-675
Closed -$264K – 154
2024
Q1 		$264K Hold
675
– – 0.19% 107
2023
Q4 		$345K Sell
675
-25
-4% -$10.8K 0.28% 79
2023
Q3 		$270K Hold
700
– – 0.25% 83
2023
Q2 		$265K Buy
700
+75
+12% +$27.7K 0.24% 90
2023
Q1 		$228K Hold
625
– – 0.23% 99
2022
Q4 		$200K Buy
+625
New +$206K 0.23% 102
2022
Q3 		– Sell
-807
Closed -$220K – 119
2022
Q2 		$220K Sell
807
-1,592
-66% -$510K 0.25% 91
2022
Q1 		$876K Sell
2,399
-495
-17% -$161K 0.63% 40
2021
Q4 		$1.13M Buy
2,894
+615
+27% +$263K 0.81% 30
2021
Q3 		$922 Sell
2,279
-1,775
-44% -$711K 0.62% 39
2021
Q2 		$1.48M Buy
4,054
+1,276
+46% +$420K 1.12% 18
2021
Q1 		$850K Sell
2,778
-1,629
-37% -$535K 0.72% 36
2020
Q4 		$1.54M Buy
+4,407
New +$1.53M 1.42% 14
2020
Q2 		$1.22M Buy
+3,909
New +$1,000K 1.42% 16
2019
Q4 		$1.97M Hold
8,514
– – 2.06% 12
2019
Q3 		$1.64M Sell
8,514
-300
-3% -$56.1K 1.91% 12
2019
Q2 		$1.59M Buy
8,814
+1,325
+18% +$230K 1.92% 12
2019
Q1 		$1.23M Buy
7,489
+35
+0.5% +$5.11K 1.54% 17
2018
Q4 		$906K Buy
7,454
+6,004
+414% +$805K 1.35% 19
2018
Q3 		$235K Sell
1,450
-1,800
-55% -$247K 0.27% 102
2018
Q2 		$405K Buy
+3,250
New +$347K 0.54% 67

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Capital Wealth Advisors's LULU Position: Q2 2024 in Review

Vanguard Capital Wealth Advisors sold out of lululemon athletica (LULU) in Q2 2024, closing a stake of 675 shares — an estimated $264K sold.

Vanguard Capital Wealth Advisors first reported a position in LULU in Q2 2018 and held it in 21 quarters. The position peaked at $1.97M in Q4 2019. 1,074 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

  • Vanguard Capital Wealth Advisors reported no remaining lululemon athletica position as of Q2 2024 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 675 lululemon athletica shares in Q2 2024, an estimated $264K.
  • Vanguard Capital Wealth Advisors first reported a position in lululemon athletica in Q2 2018 and held it in 21 quarters.
  • Vanguard Capital Wealth Advisors's lululemon athletica position peaked at $1.97M in Q4 2019.
  • 1,074 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.