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Crewe Advisors’s Coupang CPNG Stock Holding History

Crewe 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
Q4 		– Sell
-200
Closed -$3.4K – 473
2023
Q3 		$3.4K Hold
200
– – ﹤0.01% 314
2023
Q2 		$3.48K Hold
200
– – ﹤0.01% 498
2023
Q1 		$3.2K Hold
200
– – ﹤0.01% 680
2022
Q4 		$2.94K Hold
200
– – ﹤0.01% 773
2022
Q3 		$3K Hold
200
– – ﹤0.01% 950
2022
Q2 		$3K Hold
200
– – ﹤0.01% 884
2022
Q1 		$4K Hold
200
– – ﹤0.01% 403
2021
Q4 		$6K Sell
200
-300
-60% -$8.45K ﹤0.01% 342
2021
Q3 		$14K Buy
500
+100
+25% +$3.46K ﹤0.01% 236
2021
Q2 		$17K Buy
+400
New +$16.4K ﹤0.01% 228

Other funds holding CPNG

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Crewe Advisors's CPNG Position: Q4 2023 in Review

Crewe Advisors sold out of Coupang (CPNG) in Q4 2023, closing a stake of 200 shares — an estimated $3.4K sold.

Crewe Advisors first reported a position in CPNG in Q2 2021 and held it in 10 quarters. The position peaked at $17K in Q2 2021. 430 funds tracked by Wall St. Rank hold CPNG as of Q4 2023.

  • Crewe Advisors reported no remaining Coupang position as of Q4 2023 after selling out during the quarter.
  • Crewe Advisors sold 200 Coupang shares in Q4 2023, an estimated $3.4K.
  • Crewe Advisors first reported a position in Coupang in Q2 2021 and held it in 10 quarters.
  • Crewe Advisors's Coupang position peaked at $17K in Q2 2021.
  • 430 funds tracked by Wall St. Rank held Coupang as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.