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Wealthcare Capital Management’s lululemon athletica LULU Stock Holding History

Wealthcare Capital Management’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
2021
Q2 		– Sell
-4
Closed -$1K – 407
2021
Q1 		$1K Buy
+4
New +$1.31K ﹤0.01% 690
2020
Q1 		– Sell
-10
Closed -$2K – 478
2019
Q4 		$2K Buy
+10
New +$2.13K ﹤0.01% 502

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Wealthcare Capital Management's LULU Position: Q2 2021 in Review

Wealthcare Capital Management sold out of lululemon athletica (LULU) in Q2 2021, closing a stake of 4 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in LULU in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 928 funds tracked by Wall St. Rank hold LULU as of Q2 2021.

  • Wealthcare Capital Management reported no remaining lululemon athletica position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 4 lululemon athletica shares in Q2 2021, an estimated $1K.
  • Wealthcare Capital Management first reported a position in lululemon athletica in Q4 2019 and held it in 2 quarters.
  • Wealthcare Capital Management's lululemon athletica position peaked at $2K in Q4 2019.
  • 928 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.