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	–	866
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	–	–	0.03%	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	–	–	0.16%	126
2022 Q2	$1.32M	Hold	103,497	–	–	0.12%	153
2022 Q1	$1.83M	Buy	103,497 +54,441	+111%	+$1.16M	0.14%	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 $7.66B 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

Axxcess Wealth Management's CPNG Position: Q4 2024 in Review

Axxcess Wealth Management sold out of Coupang (CPNG) in Q4 2024, closing a stake of 70,330 shares — an estimated $1.73M sold.

Axxcess Wealth Management first reported a position in CPNG in Q4 2021 and held it in 12 quarters. The position peaked at $1.83M in Q1 2022. 607 funds tracked by Wall St. Rank hold CPNG as of Q4 2024.

Axxcess Wealth Management reported no remaining Coupang position as of Q4 2024 after selling out during the quarter.
Axxcess Wealth Management sold 70,330 Coupang shares in Q4 2024, an estimated $1.73M.
Axxcess Wealth Management first reported a position in Coupang in Q4 2021 and held it in 12 quarters.
Axxcess Wealth Management's Coupang position peaked at $1.83M in Q1 2022.
607 funds tracked by Wall St. Rank held Coupang as of Q4 2024.

Based on Axxcess Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.