SIM
LK

Sonora Investment Management’s Luckin Coffee Inc. American Depositary Shares LK Stock Holding History

Sonora Investment 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
Q2 		– Sell
-2,550
Closed -$22K – 1126
2021
Q1 		$22K Sell
2,550
-50
-2% -$431 ﹤0.01% 943
2020
Q4 		$22K Sell
2,600
-275
-10% -$2.33K ﹤0.01% 890
2020
Q3 		$9K Hold
2,875
– – ﹤0.01% 1272
2020
Q2 		$7K Sell
2,875
-75
-3% -$308 ﹤0.01% 1260
2020
Q1 		$80K Buy
2,950
+1,655
+128% +$61K 0.01% 353
2019
Q4 		$51K Buy
+1,295
New +$32.7K ﹤0.01% 517

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 $2.95B AUM 27.19% 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 $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 $253M AUM
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Sonora Investment Management's LK Position: Q2 2021 in Review

Sonora Investment Management sold out of Luckin Coffee Inc. American Depositary Shares (LK) in Q2 2021, closing a stake of 2,550 shares — an estimated $22K sold.

Sonora Investment Management first reported a position in LK in Q4 2019 and held it in 6 quarters. The position peaked at $80K in Q1 2020. 12 funds tracked by Wall St. Rank hold LK as of Q2 2021.

  • Sonora Investment Management reported no remaining Luckin Coffee Inc. American Depositary Shares position as of Q2 2021 after selling out during the quarter.
  • Sonora Investment Management sold 2,550 Luckin Coffee Inc. American Depositary Shares shares in Q2 2021, an estimated $22K.
  • Sonora Investment Management first reported a position in Luckin Coffee Inc. American Depositary Shares in Q4 2019 and held it in 6 quarters.
  • Sonora Investment Management's Luckin Coffee Inc. American Depositary Shares position peaked at $80K in Q1 2020.
  • 12 funds tracked by Wall St. Rank held Luckin Coffee Inc. American Depositary Shares as of Q2 2021.

Based on Sonora Investment Management's 13F filing for Q2 2021, filed 20 Oct 2021.