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BCWM
Bartlett & Co Wealth Management’s
Coupang
CPNG
Stock Holding History
Bartlett & Co 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
Q4
–
Sell
-55
Closed
-$1.77K
–
1233
2025
Q3
$1.77K
Hold
55
–
–
﹤0.01%
1104
2025
Q2
$1.65K
Hold
55
–
–
﹤0.01%
1113
2025
Q1
$1.21K
Hold
55
–
–
﹤0.01%
1107
2024
Q4
$1.21K
Sell
55
-2
-4%
-$49
﹤0.01%
1068
2024
Q3
$1.4K
Sell
57
-97
-63%
-$2.16K
﹤0.01%
1065
2024
Q2
$3.23K
Sell
154
-3
-2%
-$65
﹤0.01%
1022
2024
Q1
$2.79K
Hold
157
–
–
﹤0.01%
1015
2023
Q4
$2.57K
Buy
+157
New
+$2.59K
﹤0.01%
1135
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$22.8B AUM
30.07%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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