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Wealth Management Associates’s lululemon athletica LULU Stock Holding History

Wealth Management Associates’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
-535
Closed -$274K – 213
2023
Q4 		$274K Hold
535
– – 0.14% 151
2023
Q3 		$206K Buy
+535
New +$204K 0.12% 175

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wealth Management Associates's LULU Position: Q1 2024 in Review

Wealth Management Associates sold out of lululemon athletica (LULU) in Q1 2024, closing a stake of 535 shares — an estimated $274K sold.

Wealth Management Associates first reported a position in LULU in Q3 2023 and held it in 2 quarters. The position peaked at $274K in Q4 2023. 1,189 funds tracked by Wall St. Rank hold LULU as of Q1 2024.

  • Wealth Management Associates reported no remaining lululemon athletica position as of Q1 2024 after selling out during the quarter.
  • Wealth Management Associates sold 535 lululemon athletica shares in Q1 2024, an estimated $274K.
  • Wealth Management Associates first reported a position in lululemon athletica in Q3 2023 and held it in 2 quarters.
  • Wealth Management Associates's lululemon athletica position peaked at $274K in Q4 2023.
  • 1,189 funds tracked by Wall St. Rank held lululemon athletica as of Q1 2024.

Based on Wealth Management Associates's 13F filing for Q1 2024, filed 28 May 2025.