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Next Financial Group’s Coupang CPNG Stock Holding History

Next Financial Group’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
2021
Q4 		$102K Sell
3,479
-1,500
-30% -$42.2K 0.01% 1147
2021
Q3 		$139K Sell
4,979
-229
-4% -$7.92K 0.01% 978
2021
Q2 		$218K Buy
5,208
+2,189
+73% +$89.6K 0.02% 794
2021
Q1 		$149K Buy
+3,019
New +$140K 0.01% 874

Other funds holding CPNG

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
RPA
Rose Park Advisors Boston, Massachusetts $17.5M AUM 44.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Next Financial Group's CPNG Position: Q4 2021 in Review

Next Financial Group reduced its Coupang (CPNG) stake by 30% in Q4 2021, selling an estimated $42.2K and leaving 3,479 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #1147.

Next Financial Group first reported a position in CPNG in Q1 2021 and has held it in 4 quarters since. The position peaked at $218K in Q2 2021. 332 funds tracked by Wall St. Rank hold CPNG as of Q4 2021.

  • Next Financial Group held 3,479 shares of Coupang worth $102K as of Q4 2021.
  • Next Financial Group sold 1,500 Coupang shares in Q4 2021, an estimated $42.2K.
  • Coupang made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1147 holding.
  • Next Financial Group first reported a position in Coupang in Q1 2021 and has held it in 4 quarters since.
  • Next Financial Group's Coupang position peaked at $218K in Q2 2021.
  • 332 funds tracked by Wall St. Rank held Coupang as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.