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BDO Wealth Advisors’s Coupang CPNG Stock Holding History

BDO Wealth Advisors’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
2023
Q1 		– Sell
-100
Closed -$1.47K – 1067
2022
Q4 		$1.47K Hold
100
– – ﹤0.01% 884
2022
Q3 		$2K Hold
100
– – ﹤0.01% 919
2022
Q2 		$1K Hold
100
– – ﹤0.01% 952
2022
Q1 		$2K Hold
100
– – ﹤0.01% 923
2021
Q4 		$3K Sell
100
-50
-33% -$1.41K ﹤0.01% 897
2021
Q3 		$4K Sell
150
-425
-74% -$14.7K ﹤0.01% 855
2021
Q2 		$24K Buy
575
+25
+5% +$1.02K ﹤0.01% 584
2021
Q1 		$27K Buy
+550
New +$25.4K ﹤0.01% 559

Other funds holding CPNG

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $733M AUM 24.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BDO Wealth Advisors's CPNG Position: Q1 2023 in Review

BDO Wealth Advisors sold out of Coupang (CPNG) in Q1 2023, closing a stake of 100 shares — an estimated $1.47K sold.

BDO Wealth Advisors first reported a position in CPNG in Q1 2021 and held it in 8 quarters. The position peaked at $27K in Q1 2021. 360 funds tracked by Wall St. Rank hold CPNG as of Q1 2023.

  • BDO Wealth Advisors reported no remaining Coupang position as of Q1 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 100 Coupang shares in Q1 2023, an estimated $1.47K.
  • BDO Wealth Advisors first reported a position in Coupang in Q1 2021 and held it in 8 quarters.
  • BDO Wealth Advisors's Coupang position peaked at $27K in Q1 2021.
  • 360 funds tracked by Wall St. Rank held Coupang as of Q1 2023.

Based on BDO Wealth Advisors's 13F filing for Q1 2023, filed 9 May 2023.