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VisionPoint Advisory Group’s lululemon athletica LULU Stock Holding History

VisionPoint Advisory Group’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
Q3 		– Sell
-8
Closed -$2.39K – 551
2024
Q2 		$2.39K Hold
8
– – ﹤0.01% 650
2024
Q1 		$3.13K Hold
8
– – ﹤0.01% 623
2023
Q4 		$4.09K Sell
8
-1
-11% -$432 ﹤0.01% 518
2023
Q3 		$3.47K Sell
9
-27
-75% -$10.3K ﹤0.01% 539
2023
Q2 		$13.6K Buy
+36
New +$13.3K 0.01% 358

Other funds holding LULU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VisionPoint Advisory Group's LULU Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of lululemon athletica (LULU) in Q3 2024, closing a stake of 8 shares — an estimated $2.39K sold.

VisionPoint Advisory Group first reported a position in LULU in Q2 2023 and held it in 5 quarters. The position peaked at $13.6K in Q2 2023. 1,079 funds tracked by Wall St. Rank hold LULU as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining lululemon athletica position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 8 lululemon athletica shares in Q3 2024, an estimated $2.39K.
  • VisionPoint Advisory Group first reported a position in lululemon athletica in Q2 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's lululemon athletica position peaked at $13.6K in Q2 2023.
  • 1,079 funds tracked by Wall St. Rank held lululemon athletica as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.