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WT Wealth Management’s lululemon athletica LULU Stock Holding History

WT Wealth 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
2024
Q2 		– Sell
-2,538
Closed -$992K – 124
2024
Q1 		$992K Buy
2,538
+309
+14% +$143K 0.35% 71
2023
Q4 		$1.14M Buy
+2,229
New +$963K 0.45% 63
2022
Q4 		– Sell
-3,958
Closed -$1.11M – 99
2022
Q3 		$1.11M Buy
3,958
+279
+8% +$86.5K 0.56% 58
2022
Q2 		$1M Sell
3,679
-320
-8% -$103K 0.5% 69
2022
Q1 		$1.46M Buy
3,999
+795
+25% +$259K 0.56% 60
2021
Q4 		$1.25M Sell
3,204
-545
-15% -$233K 0.46% 67
2021
Q3 		$1.52M Buy
3,749
+99
+3% +$39.7K 0.58% 58
2021
Q2 		$1.33M Buy
3,650
+540
+17% +$178K 0.54% 59
2021
Q1 		$954K Buy
3,110
+178
+6% +$58.4K 0.44% 68
2020
Q4 		$1.02M Buy
2,932
+1,460
+99% +$507K 0.56% 63
2020
Q3 		$484K Buy
1,472
+289
+24% +$96.4K 0.32% 73
2020
Q2 		$369K Sell
1,183
-225
-16% -$57.5K 0.3% 63
2020
Q1 		$266K Buy
+1,408
New +$315K 0.28% 58

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

WT Wealth Management's LULU Position: Q2 2024 in Review

WT Wealth Management sold out of lululemon athletica (LULU) in Q2 2024, closing a stake of 2,538 shares — an estimated $992K sold.

WT Wealth Management first reported a position in LULU in Q1 2020 and held it in 13 quarters. The position peaked at $1.52M in Q3 2021. 1,073 funds tracked by Wall St. Rank hold LULU as of Q2 2024.

  • WT Wealth Management reported no remaining lululemon athletica position as of Q2 2024 after selling out during the quarter.
  • WT Wealth Management sold 2,538 lululemon athletica shares in Q2 2024, an estimated $992K.
  • WT Wealth Management first reported a position in lululemon athletica in Q1 2020 and held it in 13 quarters.
  • WT Wealth Management's lululemon athletica position peaked at $1.52M in Q3 2021.
  • 1,073 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2024.

Based on WT Wealth Management's 13F filing for Q2 2024, filed 21 Oct 2024.