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Fortis Capital Advisors’s Coupang CPNG Stock Holding History

Fortis Capital 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
2025
Q1 		– Sell
-33,012
Closed -$731K – 263
2024
Q4 		$731K Buy
+33,012
New +$810K 0.25% 83
2024
Q3 		– Sell
-35,921
Closed -$753K – 180
2024
Q2 		$753K Buy
35,921
+19,319
+116% +$419K 0.27% 75
2024
Q1 		$295K Buy
+16,602
New +$272K 0.12% 140

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $733M AUM 24.57% 1-Year Est. Return

Fortis Capital Advisors's CPNG Position: Q1 2025 in Review

Fortis Capital Advisors sold out of Coupang (CPNG) in Q1 2025, closing a stake of 33,012 shares — an estimated $731K sold.

Fortis Capital Advisors first reported a position in CPNG in Q1 2024 and held it in 3 quarters. The position peaked at $753K in Q2 2024. 615 funds tracked by Wall St. Rank hold CPNG as of Q1 2025.

  • Fortis Capital Advisors reported no remaining Coupang position as of Q1 2025 after selling out during the quarter.
  • Fortis Capital Advisors sold 33,012 Coupang shares in Q1 2025, an estimated $731K.
  • Fortis Capital Advisors first reported a position in Coupang in Q1 2024 and held it in 3 quarters.
  • Fortis Capital Advisors's Coupang position peaked at $753K in Q2 2024.
  • 615 funds tracked by Wall St. Rank held Coupang as of Q1 2025.

Based on Fortis Capital Advisors's 13F filing for Q1 2025, filed 20 May 2025.