Advisor OS’s Coupang CPNG Stock Holding History

Advisor OS’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
2024 Q4	–	Sell	-12,168	Closed	-$299K	–	418
2024 Q3	$299K	Sell	12,168 -1,347	-10%	-$30K	0.03%	325
2024 Q2	$283K	Buy	+13,515	New	+$293K	0.03%	315

Other funds holding CPNG

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MIOT

Massachusetts Institute of Technology Cambridge, Massachusetts $733M AUM 24.57% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Advisor OS's CPNG Position: Q4 2024 in Review

Advisor OS sold out of Coupang (CPNG) in Q4 2024, closing a stake of 12,168 shares — an estimated $299K sold.

Advisor OS first reported a position in CPNG in Q2 2024 and held it in 2 quarters. The position peaked at $299K in Q3 2024. 607 funds tracked by Wall St. Rank hold CPNG as of Q4 2024.

Advisor OS reported no remaining Coupang position as of Q4 2024 after selling out during the quarter.
Advisor OS sold 12,168 Coupang shares in Q4 2024, an estimated $299K.
Advisor OS first reported a position in Coupang in Q2 2024 and held it in 2 quarters.
Advisor OS's Coupang position peaked at $299K in Q3 2024.
607 funds tracked by Wall St. Rank held Coupang as of Q4 2024.

Based on Advisor OS's 13F filing for Q4 2024, filed 5 Feb 2025.