Beacon Investment Advisory Services’s Coupang CPNG Stock Holding History

Beacon Investment Advisory Services’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	-12,690	Closed	-$187K	–	281
2022 Q4	$187K	Sell	12,690 -4,698	-27%	-$82.9K	0.01%	270
2022 Q3	$290K	Sell	17,388 -147	-0.8%	-$2.54K	0.02%	234
2022 Q2	$224K	Buy	17,535 +270	+2%	+$3.68K	0.01%	265
2022 Q1	$305K	Buy	17,265 +5	+0%	+$107	0.01%	249
2021 Q4	$507K	Buy	+17,260	New	+$486K	0.02%	214

Other funds holding CPNG

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Beacon Investment Advisory Services's CPNG Position: Q1 2023 in Review

Beacon Investment Advisory Services sold out of Coupang (CPNG) in Q1 2023, closing a stake of 12,690 shares — an estimated $187K sold.

Beacon Investment Advisory Services first reported a position in CPNG in Q4 2021 and held it in 5 quarters. The position peaked at $507K in Q4 2021. 360 funds tracked by Wall St. Rank hold CPNG as of Q1 2023.

Beacon Investment Advisory Services reported no remaining Coupang position as of Q1 2023 after selling out during the quarter.
Beacon Investment Advisory Services sold 12,690 Coupang shares in Q1 2023, an estimated $187K.
Beacon Investment Advisory Services first reported a position in Coupang in Q4 2021 and held it in 5 quarters.
Beacon Investment Advisory Services's Coupang position peaked at $507K in Q4 2021.
360 funds tracked by Wall St. Rank held Coupang as of Q1 2023.

Based on Beacon Investment Advisory Services's 13F filing for Q1 2023, filed 4 May 2023.