MW
LK

Milestone Wealth’s Luckin Coffee Inc. American Depositary Shares LK Stock Holding History

Milestone Wealth’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
Q2 		– Sell
-1,383
Closed -$13K – 256
2022
Q1 		$13K Hold
1,383
– – 0.01% 202
2021
Q4 		$13K Buy
+1,383
New +$13K 0.01% 202

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
ECM
EMC Capital Management Houston, Texas $253M AUM
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Milestone Wealth's LK Position: Q2 2022 in Review

Milestone Wealth sold out of Luckin Coffee Inc. American Depositary Shares (LK) in Q2 2022, closing a stake of 1,383 shares — an estimated $13K sold.

Milestone Wealth first reported a position in LK in Q4 2021 and held it in 2 quarters. The position peaked at $13K in Q1 2022. 7 funds tracked by Wall St. Rank hold LK as of Q2 2022.

  • Milestone Wealth reported no remaining Luckin Coffee Inc. American Depositary Shares position as of Q2 2022 after selling out during the quarter.
  • Milestone Wealth sold 1,383 Luckin Coffee Inc. American Depositary Shares shares in Q2 2022, an estimated $13K.
  • Milestone Wealth first reported a position in Luckin Coffee Inc. American Depositary Shares in Q4 2021 and held it in 2 quarters.
  • Milestone Wealth's Luckin Coffee Inc. American Depositary Shares position peaked at $13K in Q1 2022.
  • 7 funds tracked by Wall St. Rank held Luckin Coffee Inc. American Depositary Shares as of Q2 2022.

Based on Milestone Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.