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Focused Wealth Management’s Coupang CPNG Stock Holding History

Focused 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
Q3 		– Sell
-8,000
Closed -$168K – 249
2024
Q2 		$168K Buy
+8,000
New +$173K 0.02% 186
2023
Q3 		– Sell
-5,000
Closed -$14.4K – 1046
2023
Q2 		$14.4K Buy
+5,000
New +$81.5K ﹤0.01% 482

Other funds holding CPNG

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $577M AUM 8.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Focused Wealth Management's CPNG Position: Q3 2024 in Review

Focused Wealth Management sold out of Coupang (CPNG) in Q3 2024, closing a stake of 2,302 shares — an estimated $48.2K sold.

Focused Wealth Management first reported a position in CPNG in Q1 2021 and held it in 13 quarters. The position peaked at $1.08M in Q3 2021. 532 funds tracked by Wall St. Rank hold CPNG as of Q3 2024.

  • Focused Wealth Management reported no remaining Coupang position as of Q3 2024 after selling out during the quarter.
  • Focused Wealth Management sold 2,302 Coupang shares in Q3 2024, an estimated $48.2K.
  • Focused Wealth Management first reported a position in Coupang in Q1 2021 and held it in 13 quarters.
  • Focused Wealth Management's Coupang position peaked at $1.08M in Q3 2021.
  • 532 funds tracked by Wall St. Rank held Coupang as of Q3 2024.

Based on Focused Wealth Management's 13F filing for Q3 2024, filed 30 Oct 2024.