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Baldwin Wealth Partners’s Coupang CPNG Stock Holding History

Baldwin Wealth Partners’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
-762
Closed -$18.7K – 396
2024
Q3 		$18.7K Hold
762
– – ﹤0.01% 709
2024
Q2 		$16K Buy
+762
New +$16.5K ﹤0.01% 490

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Capital International Investors
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WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
BlackRock
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Fidelity Investments
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
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Baldwin Wealth Partners's CPNG Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Coupang (CPNG) in Q4 2024, closing a stake of 762 shares — an estimated $18.7K sold.

Baldwin Wealth Partners first reported a position in CPNG in Q2 2024 and held it in 2 quarters. The position peaked at $18.7K in Q3 2024. 607 funds tracked by Wall St. Rank hold CPNG as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Coupang position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 762 Coupang shares in Q4 2024, an estimated $18.7K.
  • Baldwin Wealth Partners first reported a position in Coupang in Q2 2024 and held it in 2 quarters.
  • Baldwin Wealth Partners's Coupang position peaked at $18.7K in Q3 2024.
  • 607 funds tracked by Wall St. Rank held Coupang as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.