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Accel Wealth Management’s Coupang CPNG Stock Holding History

Accel Wealth Management’s Portfolio CPNG Stock Details CPNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-100
Closed -$1.6K – 306
2023
Q1 		$1.6K Hold
100
– – ﹤0.01% 1124
2022
Q4 		$1.47K Hold
100
– – ﹤0.01% 930
2022
Q3 		$2K Hold
100
– – ﹤0.01% 924
2022
Q2 		$2K Hold
100
– – ﹤0.01% 889
2022
Q1 		$2K Hold
100
– – ﹤0.01% 870
2021
Q4 		$3K Hold
100
– – ﹤0.01% 853
2021
Q3 		$3K Buy
+100
New +$3.46K ﹤0.01% 780

Other funds holding CPNG

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $733M AUM 24.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Accel Wealth Management's CPNG Position: Q2 2023 in Review

Accel Wealth Management sold out of Coupang (CPNG) in Q2 2023, closing a stake of 100 shares — an estimated $1.6K sold.

Accel Wealth Management first reported a position in CPNG in Q3 2021 and held it in 7 quarters. The position peaked at $3K in Q4 2021. 361 funds tracked by Wall St. Rank hold CPNG as of Q2 2023.

  • Accel Wealth Management reported no remaining Coupang position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 100 Coupang shares in Q2 2023, an estimated $1.6K.
  • Accel Wealth Management first reported a position in Coupang in Q3 2021 and held it in 7 quarters.
  • Accel Wealth Management's Coupang position peaked at $3K in Q4 2021.
  • 361 funds tracked by Wall St. Rank held Coupang as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.