TWM
LK

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

Tradition Wealth 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
2024
Q1 		– Sell
-100
Closed -$3K – 1256
2023
Q4 		$3K Hold
100
– – ﹤0.01% 1260
2023
Q3 		$4K Buy
+100
New +$4K ﹤0.01% 1270
2023
Q2 		– Sell
-100
Closed -$3K – 1417
2023
Q1 		$3K Buy
+100
New +$3K ﹤0.01% 1279
2021
Q1 		– Sell
-195
Closed -$2K – 1109
2020
Q4 		$2K Buy
+195
New +$2K ﹤0.01% 976

Other funds holding LK

FC
Franchise Capital Grand Cayman, Cayman Islands $230M AUM 49.93% 1-Year Est. Return
YRHAM
Yong Rong (HK) Asset Management Sheung Wan, Hong Kong $227M AUM 300.38% 1-Year Est. Return
DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return
ECM
EMC Capital Management Houston, Texas $225M AUM 25.8% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Tradition Wealth Management's LK Position: Q1 2024 in Review

Tradition Wealth Management sold out of Luckin Coffee Inc. American Depositary Shares (LK) in Q1 2024, closing a stake of 100 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in LK in Q4 2020 and held it in 4 quarters. The position peaked at $4K in Q3 2023. 8 funds tracked by Wall St. Rank hold LK as of Q1 2024.

  • Tradition Wealth Management reported no remaining Luckin Coffee Inc. American Depositary Shares position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 100 Luckin Coffee Inc. American Depositary Shares shares in Q1 2024, an estimated $3K.
  • Tradition Wealth Management first reported a position in Luckin Coffee Inc. American Depositary Shares in Q4 2020 and held it in 4 quarters.
  • Tradition Wealth Management's Luckin Coffee Inc. American Depositary Shares position peaked at $4K in Q3 2023.
  • 8 funds tracked by Wall St. Rank held Luckin Coffee Inc. American Depositary Shares as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.