Allworth Financial’s Lucky Strike Entertainment LUCK Stock Holding History

Allworth Financial’s Portfolio LUCK Stock Details LUCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.03K	Buy	244 +119	+95%	+$984	﹤0.01%	4346
2025 Q4	$1.06K	Sell	125 -4	-3%	-$35	﹤0.01%	4337
2025 Q3	$1.32K	Sell	129 -258	-67%	-$2.6K	﹤0.01%	4171
2025 Q2	$3.53K	Buy	387 +258	+200%	+$2.33K	﹤0.01%	3454
2025 Q1	$1.19K	Buy	129 +29	+29%	+$304	﹤0.01%	3409
2024 Q4	$988	Hold	100	–	–	﹤0.01%	3400
2024 Q3	$1.17K	Hold	100	–	–	﹤0.01%	3166
2024 Q2	$1.32K	Hold	100	–	–	﹤0.01%	3071
2024 Q1	$1.37K	Hold	100	–	–	﹤0.01%	2967
2023 Q4	$1.42K	Hold	100	–	–	﹤0.01%	2827
2023 Q3	$962	Hold	100	–	–	﹤0.01%	2865
2023 Q2	$1.16K	Buy	+100	New	+$1.33K	﹤0.01%	2682

Other funds holding LUCK

Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BCS Private Wealth Management Rumson, New Jersey $329M AUM 20.23% 1-Year Est. Return

Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return