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WealthShield Partners’s lululemon athletica LULU Stock Holding History

WealthShield Partners’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
-19
Closed -$6K – 977
2021
Q1 		$6K Buy
+19
New +$6.24K ﹤0.01% 925

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

WealthShield Partners's LULU Position: Q2 2021 in Review

WealthShield Partners sold out of lululemon athletica (LULU) in Q2 2021, closing a stake of 19 shares — an estimated $6K sold.

WealthShield Partners first reported a position in LULU in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 928 funds tracked by Wall St. Rank hold LULU as of Q2 2021.

  • WealthShield Partners reported no remaining lululemon athletica position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 19 lululemon athletica shares in Q2 2021, an estimated $6K.
  • WealthShield Partners first reported a position in lululemon athletica in Q1 2021 and held it in 1 quarter.
  • WealthShield Partners's lululemon athletica position peaked at $6K in Q1 2021.
  • 928 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.