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Lenox Wealth Advisors’s Coupang CPNG Stock Holding History

Lenox 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
Q1 		$60K Hold
3,370
– – 0.01% 228
2021
Q4 		$99K Buy
+3,370
New +$94.9K 0.01% 168

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
GCP
Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
RPA
Rose Park Advisors Boston, Massachusetts $17.5M AUM 44.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $733M AUM 24.57% 1-Year Est. Return

Lenox Wealth Advisors's CPNG Position: Q1 2022 in Review

Lenox Wealth Advisors held its Coupang (CPNG) position steady in Q1 2022 at 3,370 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #228.

Lenox Wealth Advisors first reported a position in CPNG in Q4 2021 and has held it in 2 quarters since. The position peaked at $99K in Q4 2021. 326 funds tracked by Wall St. Rank hold CPNG as of Q1 2022.

  • Lenox Wealth Advisors held 3,370 shares of Coupang worth $60K as of Q1 2022.
  • Lenox Wealth Advisors left its Coupang share count unchanged in Q1 2022.
  • Coupang made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #228 holding.
  • Lenox Wealth Advisors first reported a position in Coupang in Q4 2021 and has held it in 2 quarters since.
  • Lenox Wealth Advisors's Coupang position peaked at $99K in Q4 2021.
  • 326 funds tracked by Wall St. Rank held Coupang as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.