A detailed history of Kingswood Wealth Advisors, LLC transactions in Lululemon Athletica Inc. stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 829 shares of LULU stock, worth $256,600. This represents 0.02% of its overall portfolio holdings.

Number of Shares
829
Previous 1,250 33.68%
Holding current value
$256,600
Previous $373 Million 39.75%
% of portfolio
0.02%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$233.4 - $302.36 $98,261 - $127,293
-421 Reduced 33.68%
829 $225 Million
Q2 2024

Jul 09, 2024

BUY
$295.25 - $385.2 $106,585 - $139,057
361 Added 40.61%
1,250 $373 Million
Q1 2024

Apr 15, 2024

SELL
$386.14 - $505.38 $80,317 - $105,119
-208 Reduced 18.96%
889 $347 Million
Q4 2023

Jan 16, 2024

BUY
$360.36 - $511.29 $73,153 - $103,791
203 Added 22.71%
1,097 $561 Million
Q3 2023

Oct 23, 2023

BUY
$360.22 - $404.19 $57,635 - $64,670
160 Added 21.8%
894 $345 Million
Q2 2023

Aug 09, 2023

BUY
$328.35 - $386.71 $241,008 - $283,845
734 New
734 $278 Million

Others Institutions Holding LULU

About lululemon athletica inc.


  • Ticker LULU
  • Exchange NASDAQ
  • Sector Consumer Cyclical
  • Industry Apparel Retail
  • Shares Outstandng 122,303,000
  • Market Cap $37.9B
  • Description
  • lululemon athletica inc., together with its subsidiaries, designs, distributes, and retails athletic apparel and accessories for women and men. It operates in two segments, Company-Operated Stores and Direct to Consumer. The company offers pants, shorts, tops, and jackets for healthy lifestyle and athletic activities, such as yoga, running, and ...
More about LULU
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.