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Avior Wealth Management’s Coupang CPNG Stock Holding History

Avior 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
2025
Q1 		– Sell
-3,410
Closed -$75K – 1069
2024
Q4 		$75K Sell
3,410
-52
-2% -$1.28K ﹤0.01% 993
2024
Q3 		$85K Sell
3,462
-85
-2% -$1.89K ﹤0.01% 934
2024
Q2 		$74.3K Buy
3,547
+62
+2% +$1.34K ﹤0.01% 961
2024
Q1 		$62K Buy
+3,485
New +$57K ﹤0.01% 1154

Other funds holding CPNG

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $733M AUM 24.57% 1-Year Est. Return

Avior Wealth Management's CPNG Position: Q1 2025 in Review

Avior Wealth Management sold out of Coupang (CPNG) in Q1 2025, closing a stake of 3,410 shares — an estimated $75K sold.

Avior Wealth Management first reported a position in CPNG in Q1 2024 and held it in 4 quarters. The position peaked at $85K in Q3 2024. 615 funds tracked by Wall St. Rank hold CPNG as of Q1 2025.

  • Avior Wealth Management reported no remaining Coupang position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 3,410 Coupang shares in Q1 2025, an estimated $75K.
  • Avior Wealth Management first reported a position in Coupang in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Coupang position peaked at $85K in Q3 2024.
  • 615 funds tracked by Wall St. Rank held Coupang as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.