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HHM Wealth Advisors’s Coupang CPNG Stock Holding History

HHM 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
2022
Q4 		– Sell
-340
Closed -$6K – 701
2022
Q3 		$6K Hold
340
– – ﹤0.01% 499
2022
Q2 		$4K Hold
340
– – ﹤0.01% 661
2022
Q1 		$6K Hold
340
– – ﹤0.01% 587
2021
Q4 		$10K Buy
340
+200
+143% +$5.63K ﹤0.01% 514
2021
Q3 		$4K Hold
140
– – ﹤0.01% 559
2021
Q2 		$6K Buy
+140
New +$5.73K ﹤0.01% 512

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HHM Wealth Advisors's CPNG Position: Q4 2022 in Review

HHM Wealth Advisors sold out of Coupang (CPNG) in Q4 2022, closing a stake of 340 shares — an estimated $6K sold.

HHM Wealth Advisors first reported a position in CPNG in Q2 2021 and held it in 6 quarters. The position peaked at $10K in Q4 2021. 375 funds tracked by Wall St. Rank hold CPNG as of Q4 2022.

  • HHM Wealth Advisors reported no remaining Coupang position as of Q4 2022 after selling out during the quarter.
  • HHM Wealth Advisors sold 340 Coupang shares in Q4 2022, an estimated $6K.
  • HHM Wealth Advisors first reported a position in Coupang in Q2 2021 and held it in 6 quarters.
  • HHM Wealth Advisors's Coupang position peaked at $10K in Q4 2021.
  • 375 funds tracked by Wall St. Rank held Coupang as of Q4 2022.

Based on HHM Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.