WAM
LULU icon

Wealthspire Advisors (Maryland)’s lululemon athletica LULU Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-220
Closed -$36K – 1336
2019
Q1 		$36K Buy
220
+34
+18% +$4.96K ﹤0.01% 1038
2018
Q4 		$23K Buy
186
+16
+9% +$2.15K ﹤0.01% 1148
2018
Q3 		$28K Buy
170
+132
+347% +$18.1K ﹤0.01% 1177
2018
Q2 		$5K Sell
38
-185
-83% -$19.7K ﹤0.01% 1797
2018
Q1 		$20K Buy
223
+71
+47% +$5.68K ﹤0.01% 1302
2017
Q4 		$12K Buy
152
+37
+32% +$2.47K ﹤0.01% 1518
2017
Q3 		$7K Buy
115
+19
+20% +$1.15K ﹤0.01% 1692
2017
Q2 		$6K Sell
96
-22
-19% -$1.15K ﹤0.01% 1714
2017
Q1 		$6K Sell
118
-75
-39% -$4.94K ﹤0.01% 1489
2016
Q4 		$13K Hold
193
– – ﹤0.01% 1140
2016
Q3 		$12K Buy
193
+93
+93% +$6.87K ﹤0.01% 1201
2016
Q2 		$7K Hold
100
– – ﹤0.01% 1272
2016
Q1 		$7K Buy
+100
New +$6K ﹤0.01% 1256

Other funds holding LULU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s LULU Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of lululemon athletica (LULU) in Q2 2019, closing a stake of 220 shares — an estimated $36K sold.

Wealthspire Advisors (Maryland) first reported a position in LULU in Q1 2016 and held it in 13 quarters. The position peaked at $36K in Q1 2019. 673 funds tracked by Wall St. Rank hold LULU as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining lululemon athletica position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 220 lululemon athletica shares in Q2 2019, an estimated $36K.
  • Wealthspire Advisors (Maryland) first reported a position in lululemon athletica in Q1 2016 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s lululemon athletica position peaked at $36K in Q1 2019.
  • 673 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.