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%	4389
2020 Q2	$0	Sell	462 -907	-66%	-$3.73K	﹤0.01%	4155
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

Yong Rong (HK) Asset Management Sheung Wan, Hong Kong $219M AUM 300.36% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Vanguard Capital Wealth Advisors Denver, Colorado $108M AUM 50.68% 1-Year Est. Return

Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 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

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

EMC Capital Management Houston, Texas $225M AUM 25.8% 1-Year Est. Return