AWM
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Axxcess Wealth Management’s Coupang CPNG Stock Holding History

Axxcess 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
2024
Q4 		– Sell
-70,330
Closed -$1.73M – 867
2024
Q3 		$1.73M Hold
70,330
– – 0.04% 294
2024
Q2 		$1.47M Hold
70,330
– – 0.04% 307
2024
Q1 		$1.25M Hold
70,330
– – 0.04% 333
2023
Q4 		$1.14M Hold
70,330
– – 0.03% 330
2023
Q3 		$1.2M Hold
70,330
– – 0.04% 287
2023
Q2 		$1.22M Hold
70,330
– – 0.09% 196
2023
Q1 		$1.13M Sell
70,330
-50
-0.1% -$775 0.09% 209
2022
Q4 		$1.04M Sell
70,380
-33,117
-32% -$584K 0.09% 219
2022
Q3 		$1.73M Hold
103,497
– – 0.17% 126
2022
Q2 		$1.32M Hold
103,497
– – 0.13% 153
2022
Q1 		$1.83M Buy
103,497
+54,441
+111% +$1.16M 0.15% 129
2021
Q4 		$1.44M Buy
+49,056
New +$1.38M 0.11% 153

Other funds holding CPNG

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $577M AUM 8.5% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return