IFP Advisors’s Luckin Coffee Inc. American Depositary Shares LK Stock Holding History

IFP Advisors’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
2022 Q1	–	Sell	-80	Closed	-$1K	–	4639
2021 Q4	$1K	Hold	80	–	–	﹤0.01%	3195
2021 Q3	$1K	Hold	80	–	–	﹤0.01%	3216
2021 Q2	$1K	Hold	80	–	–	﹤0.01%	2994
2021 Q1	$1K	Sell	80 -4,082	-98%	-$51K	﹤0.01%	2929
2020 Q4	$35K	Buy	4,162 +4,000	+2,469%	+$33.6K	﹤0.01%	1579
2020 Q3	$0	Sell	162 -300	-65%	–	﹤0.01%	3096
2020 Q2	$0	Sell	462 -907	-66%	-$3.73K	﹤0.01%	3056
2020 Q1	$38K	Buy	1,369 +522	+62%	+$19.2K	﹤0.01%	1245
2019 Q4	$32K	Buy	847 +597	+239%	+$15.1K	﹤0.01%	1436
2019 Q3	$5K	Buy	+250	New	+$5.29K	﹤0.01%	2377

Other funds holding LK

YRHAM

Yong Rong (HK) Asset Management Sheung Wan, Hong Kong $119M AUM 233.13% 1-Year Est. Return

FNT

First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return

Milestone Wealth Buffalo, New York $89.5M AUM 17.2% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

ECM

EMC Capital Management Houston, Texas $253M AUM

IFP Advisors's LK Position: Q1 2022 in Review

IFP Advisors sold out of Luckin Coffee Inc. American Depositary Shares (LK) in Q1 2022, closing a stake of 80 shares — an estimated $1K sold.

IFP Advisors first reported a position in LK in Q3 2019 and held it in 10 quarters. The position peaked at $38K in Q1 2020. 10 funds tracked by Wall St. Rank hold LK as of Q1 2022.

IFP Advisors reported no remaining Luckin Coffee Inc. American Depositary Shares position as of Q1 2022 after selling out during the quarter.
IFP Advisors sold 80 Luckin Coffee Inc. American Depositary Shares shares in Q1 2022, an estimated $1K.
IFP Advisors first reported a position in Luckin Coffee Inc. American Depositary Shares in Q3 2019 and held it in 10 quarters.
IFP Advisors's Luckin Coffee Inc. American Depositary Shares position peaked at $38K in Q1 2020.
10 funds tracked by Wall St. Rank held Luckin Coffee Inc. American Depositary Shares as of Q1 2022.

Based on IFP Advisors's 13F filing for Q1 2022, filed 8 Aug 2022.