Intercontinental Wealth Advisors’s Coupang CPNG Stock Holding History

Intercontinental 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	-21,008	Closed	-$350K	–	266
2022 Q3	$350K	Sell	21,008 -920	-4%	-$15.9K	0.11%	203
2022 Q2	$280K	Buy	21,928 +71	+0.3%	+$968	0.08%	238
2022 Q1	$386K	Buy	21,857 +10,817	+98%	+$231K	0.09%	208
2021 Q4	$324K	Hold	11,040	–	–	0.07%	233
2021 Q3	$307K	Sell	11,040 -30	-0.3%	-$1.04K	0.07%	227
2021 Q2	$463K	Buy	+11,070	New	+$453K	0.09%	186

Other funds holding CPNG

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Intercontinental Wealth Advisors sold out of Coupang (CPNG) in Q4 2022, closing a stake of 21,008 shares — an estimated $350K sold.

Intercontinental Wealth Advisors first reported a position in CPNG in Q2 2021 and held it in 6 quarters. The position peaked at $463K in Q2 2021. 375 funds tracked by Wall St. Rank hold CPNG as of Q4 2022.

Intercontinental Wealth Advisors reported no remaining Coupang position as of Q4 2022 after selling out during the quarter.
Intercontinental Wealth Advisors sold 21,008 Coupang shares in Q4 2022, an estimated $350K.
Intercontinental Wealth Advisors first reported a position in Coupang in Q2 2021 and held it in 6 quarters.
Intercontinental Wealth Advisors's Coupang position peaked at $463K in Q2 2021.
375 funds tracked by Wall St. Rank held Coupang as of Q4 2022.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.