Wealth Alliance Advisory Group’s lululemon athletica LULU Stock Holding History

Wealth Alliance 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
2025 Q1	–	Sell	-545	Closed	-$208K	–	201
2024 Q4	$208K	Buy	+545	New	+$178K	0.04%	177
2024 Q2	–	Sell	-545	Closed	-$213K	–	197
2024 Q1	$213K	Hold	545	–	–	0.05%	174
2023 Q4	$279K	Hold	545	–	–	0.07%	144
2023 Q3	$210K	Hold	545	–	–	0.06%	159
2023 Q2	$206K	Buy	+545	New	+$201K	0.07%	155
2022 Q2	–	Sell	-620	Closed	-$226K	–	152
2022 Q1	$226K	Hold	620	–	–	0.1%	134
2021 Q4	$243K	Hold	620	–	–	0.11%	135
2021 Q3	$251K	Hold	620	–	–	0.12%	119
2021 Q2	$226K	Buy	+620	New	+$204K	0.11%	133
2021 Q1	–	Sell	-630	Closed	-$219K	–	156
2020 Q4	$219K	Sell	630 -5	-0.8%	-$1.74K	0.12%	131
2020 Q3	$209K	Sell	635 -100	-14%	-$33.4K	0.12%	118
2020 Q2	$229K	Buy	+735	New	+$188K	0.14%	103

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wealth Alliance Advisory Group's LULU Position: Q1 2025 in Review

Wealth Alliance Advisory Group sold out of lululemon athletica (LULU) in Q1 2025, closing a stake of 545 shares — an estimated $208K sold.

Wealth Alliance Advisory Group first reported a position in LULU in Q2 2020 and held it in 12 quarters. The position peaked at $279K in Q4 2023. 1,135 funds tracked by Wall St. Rank hold LULU as of Q1 2025.

Wealth Alliance Advisory Group reported no remaining lululemon athletica position as of Q1 2025 after selling out during the quarter.
Wealth Alliance Advisory Group sold 545 lululemon athletica shares in Q1 2025, an estimated $208K.
Wealth Alliance Advisory Group first reported a position in lululemon athletica in Q2 2020 and held it in 12 quarters.
Wealth Alliance Advisory Group's lululemon athletica position peaked at $279K in Q4 2023.
1,135 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2025.

Based on Wealth Alliance Advisory Group's 13F filing for Q1 2025, filed 10 Apr 2025.