FI
LK

FormulaFolio Investments’s Luckin Coffee Inc. American Depositary Shares LK Stock Holding History

FormulaFolio Investments’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
Q2 		$1K Hold
60
– – ﹤0.01% 495
2021
Q1 		$0 Buy
+60
New – ﹤0.01% 859

Other funds holding LK

YRHAM
Yong Rong (HK) Asset Management Sheung Wan, Hong Kong $227M AUM 300.38% 1-Year Est. Return
FNT
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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 $148M AUM 91.21% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 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 $5.54B AUM 27.43% 1-Year Est. Return

FormulaFolio Investments's LK Position: Q2 2021 in Review

FormulaFolio Investments held its Luckin Coffee Inc. American Depositary Shares (LK) position steady in Q2 2021 at 60 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

FormulaFolio Investments first reported a position in LK in Q1 2021 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold LK as of Q2 2021.

  • FormulaFolio Investments held 60 shares of Luckin Coffee Inc. American Depositary Shares worth $1K as of Q2 2021.
  • FormulaFolio Investments left its Luckin Coffee Inc. American Depositary Shares share count unchanged in Q2 2021.
  • Luckin Coffee Inc. American Depositary Shares made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #495 holding.
  • FormulaFolio Investments first reported a position in Luckin Coffee Inc. American Depositary Shares in Q1 2021 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Luckin Coffee Inc. American Depositary Shares as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.