Steward Partners Investment Advisory’s Luckin Coffee Inc. American Depositary Shares LK Stock Holding History

Steward Partners Investment Advisory’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 Q3	–	Sell	-900	Closed	-$10K	–	3496
2021 Q2	$10K	Buy	+900	New	+$10K	﹤0.01%	6076
2020 Q2	–	Sell	-4,070	Closed	-$110K	–	2818
2020 Q1	$110K	Buy	4,070 +2,070	+104%	+$76.2K	﹤0.01%	970
2019 Q4	$78K	Hold	2,000	–	–	﹤0.01%	1220
2019 Q3	$38K	Hold	2,000	–	–	﹤0.01%	1481
2019 Q2	$38K	Buy	+2,000	New	+$36.9K	﹤0.01%	1442

Other funds holding LK

FNT

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

ECM

EMC Capital Management Houston, Texas $253M AUM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

VCWA

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

Steward Partners Investment Advisory's LK Position: Q3 2021 in Review

Steward Partners Investment Advisory sold out of Luckin Coffee Inc. American Depositary Shares (LK) in Q3 2021, closing a stake of 900 shares — an estimated $10K sold.

Steward Partners Investment Advisory first reported a position in LK in Q2 2019 and held it in 5 quarters. The position peaked at $110K in Q1 2020. 7 funds tracked by Wall St. Rank hold LK as of Q3 2021.

Steward Partners Investment Advisory reported no remaining Luckin Coffee Inc. American Depositary Shares position as of Q3 2021 after selling out during the quarter.
Steward Partners Investment Advisory sold 900 Luckin Coffee Inc. American Depositary Shares shares in Q3 2021, an estimated $10K.
Steward Partners Investment Advisory first reported a position in Luckin Coffee Inc. American Depositary Shares in Q2 2019 and held it in 5 quarters.
Steward Partners Investment Advisory's Luckin Coffee Inc. American Depositary Shares position peaked at $110K in Q1 2020.
7 funds tracked by Wall St. Rank held Luckin Coffee Inc. American Depositary Shares as of Q3 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.