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Heritage Wealth Advisors’s Coupang CPNG Stock Holding History

Heritage 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
Q1 		– Sell
-300
Closed -$4.41K – 577
2022
Q4 		$4.41K Buy
+300
New +$5.29K ﹤0.01% 481

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $733M AUM 24.57% 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

Heritage Wealth Advisors's CPNG Position: Q1 2023 in Review

Heritage Wealth Advisors sold out of Coupang (CPNG) in Q1 2023, closing a stake of 300 shares — an estimated $4.41K sold.

Heritage Wealth Advisors first reported a position in CPNG in Q4 2022 and held it in 1 quarter. The position peaked at $4.41K in Q4 2022. 360 funds tracked by Wall St. Rank hold CPNG as of Q1 2023.

  • Heritage Wealth Advisors reported no remaining Coupang position as of Q1 2023 after selling out during the quarter.
  • Heritage Wealth Advisors sold 300 Coupang shares in Q1 2023, an estimated $4.41K.
  • Heritage Wealth Advisors first reported a position in Coupang in Q4 2022 and held it in 1 quarter.
  • Heritage Wealth Advisors's Coupang position peaked at $4.41K in Q4 2022.
  • 360 funds tracked by Wall St. Rank held Coupang as of Q1 2023.

Based on Heritage Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.