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Castle Wealth Management’s Coupang CPNG Stock Holding History

Castle 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
2022
Q4 		– Sell
-70
Closed -$1K – 207
2022
Q3 		$1K Hold
70
– – ﹤0.01% 616
2022
Q2 		$1K Buy
+70
New +$954 ﹤0.01% 616

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $733M AUM 24.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Castle Wealth Management's CPNG Position: Q4 2022 in Review

Castle Wealth Management sold out of Coupang (CPNG) in Q4 2022, closing a stake of 70 shares — an estimated $1K sold.

Castle Wealth Management first reported a position in CPNG in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 375 funds tracked by Wall St. Rank hold CPNG as of Q4 2022.

  • Castle Wealth Management reported no remaining Coupang position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 70 Coupang shares in Q4 2022, an estimated $1K.
  • Castle Wealth Management first reported a position in Coupang in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Coupang position peaked at $1K in Q3 2022.
  • 375 funds tracked by Wall St. Rank held Coupang as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.