FGAM
LK

Financial Gravity Asset Management’s Luckin Coffee Inc. American Depositary Shares LK Stock Holding History

Financial Gravity Asset Management’s Portfolio LK Stock Details LK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-34
Closed -$14K – 1018
2021
Q3 		$14K Hold
34
– – 0.01% 851
2021
Q2 		$11K Buy
+34
New +$11K ﹤0.01% 906

Other funds holding LK

YRHAM
Yong Rong (HK) Asset Management Sheung Wan, Hong Kong $227M AUM 300.38% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $108M AUM 50.68% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
MW
Milestone Wealth Buffalo, New York $89.5M AUM 17.2% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
ECM
EMC Capital Management Houston, Texas $225M AUM 25.8% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Financial Gravity Asset Management's LK Position: Q4 2021 in Review

Financial Gravity Asset Management sold out of Luckin Coffee Inc. American Depositary Shares (LK) in Q4 2021, closing a stake of 34 shares — an estimated $14K sold.

Financial Gravity Asset Management first reported a position in LK in Q2 2021 and held it in 2 quarters. The position peaked at $14K in Q3 2021. 9 funds tracked by Wall St. Rank hold LK as of Q4 2021.

  • Financial Gravity Asset Management reported no remaining Luckin Coffee Inc. American Depositary Shares position as of Q4 2021 after selling out during the quarter.
  • Financial Gravity Asset Management sold 34 Luckin Coffee Inc. American Depositary Shares shares in Q4 2021, an estimated $14K.
  • Financial Gravity Asset Management first reported a position in Luckin Coffee Inc. American Depositary Shares in Q2 2021 and held it in 2 quarters.
  • Financial Gravity Asset Management's Luckin Coffee Inc. American Depositary Shares position peaked at $14K in Q3 2021.
  • 9 funds tracked by Wall St. Rank held Luckin Coffee Inc. American Depositary Shares as of Q4 2021.

Based on Financial Gravity Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.