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Financial Synergies Wealth Advisors’s Coupang CPNG Stock Holding History

Financial Synergies 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
Q4 		– Sell
-40
Closed -$680 – 480
2023
Q3 		$680 Buy
+40
New +$719 ﹤0.01% 425

Other funds holding CPNG

SB Investment Advisers (UK)
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
Maverick Capital
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

Financial Synergies Wealth Advisors's CPNG Position: Q4 2023 in Review

Financial Synergies Wealth Advisors sold out of Coupang (CPNG) in Q4 2023, closing a stake of 40 shares — an estimated $680 sold.

Financial Synergies Wealth Advisors first reported a position in CPNG in Q3 2023 and held it in 1 quarter. The position peaked at $680 in Q3 2023. 430 funds tracked by Wall St. Rank hold CPNG as of Q4 2023.

  • Financial Synergies Wealth Advisors reported no remaining Coupang position as of Q4 2023 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 40 Coupang shares in Q4 2023, an estimated $680.
  • Financial Synergies Wealth Advisors first reported a position in Coupang in Q3 2023 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Coupang position peaked at $680 in Q3 2023.
  • 430 funds tracked by Wall St. Rank held Coupang as of Q4 2023.

Based on Financial Synergies Wealth Advisors's 13F filing for Q4 2023, filed 4 Apr 2024.