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Marshall & Sterling Wealth Advisors’s Coupang CPNG Stock Holding History

Marshall & Sterling 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
2025
Q1 		– Sell
-50
Closed -$1.1K – 642
2024
Q4 		$1.1K Buy
+50
New +$1.23K ﹤0.01% 333

Other funds holding CPNG

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $577M AUM 8.5% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's CPNG Position: Q1 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Coupang (CPNG) in Q1 2025, closing a stake of 50 shares — an estimated $1.1K sold.

Marshall & Sterling Wealth Advisors first reported a position in CPNG in Q4 2024 and held it in 1 quarter. The position peaked at $1.1K in Q4 2024. 614 funds tracked by Wall St. Rank hold CPNG as of Q1 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Coupang position as of Q1 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 50 Coupang shares in Q1 2025, an estimated $1.1K.
  • Marshall & Sterling Wealth Advisors first reported a position in Coupang in Q4 2024 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Coupang position peaked at $1.1K in Q4 2024.
  • 614 funds tracked by Wall St. Rank held Coupang as of Q1 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.