A detailed history of Exencial Wealth Advisors, LLC transactions in Lululemon Athletica Inc. stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 1,979 shares of LULU stock, worth $612,559. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,979
Previous 1,800 9.94%
Holding current value
$612,559
Previous $537,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 31, 2024

BUY
$233.4 - $302.36 $302,253 - $391,556
1,295 Added 189.33%
1,979 $537,000
Q2 2024

Aug 12, 2024

BUY
$295.25 - $385.2 $295 - $385
1 Added 0.15%
684 $204,000
Q1 2024

May 10, 2024

BUY
$386.14 - $505.38 $42,861 - $56,097
111 Added 19.41%
683 $266,000
Q4 2023

Feb 13, 2024

BUY
$360.36 - $511.29 $206,125 - $292,457
572 New
572 $292,000
Q1 2021

May 06, 2021

SELL
$285.14 - $367.29 $170,513 - $219,639
-598 Closed
0 $0
Q4 2020

Feb 11, 2021

SELL
$315.5 - $386.07 $16,721 - $20,461
-53 Reduced 8.14%
598 $208,000
Q3 2020

Nov 13, 2020

BUY
$294.76 - $398.29 $191,888 - $259,286
651 New
651 $214,000

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 Exencial Wealth Advisors, LLC Portfolio

Follow Exencial 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 Exencial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

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