Cassady Schiller Wealth Management’s Coupang CPNG Stock Holding History

Cassady Schiller 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	$484	Buy	+22	New	+$540	﹤0.01%	991

Other funds holding CPNG

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MIOT

Massachusetts Institute of Technology Cambridge, Massachusetts $577M AUM 8.5% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Cassady Schiller Wealth Management's CPNG Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Coupang (CPNG) in Q4 2024: 22 shares worth $484. The stake represents ﹤0.01% of the portfolio and ranks #991 among its holdings.

606 funds tracked by Wall St. Rank hold CPNG as of Q4 2024.

Cassady Schiller Wealth Management held 22 shares of Coupang worth $484 as of Q4 2024.
Coupang was a new Cassady Schiller Wealth Management position in Q4 2024.
Coupang made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #991 holding.
606 funds tracked by Wall St. Rank held Coupang as of Q4 2024.

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