Patriot Financial Group Insurance Agency’s Coupang CPNG Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-50	Closed	-$1K	–	707
2022 Q2	$1K	Sell	50 -8	-14%	-$109	﹤0.01%	1874
2022 Q1	$1K	Sell	58 -242	-81%	-$5.17K	﹤0.01%	1928
2021 Q4	$9K	Sell	300 -104	-26%	-$2.93K	﹤0.01%	1516
2021 Q3	$11K	Hold	404	–	–	﹤0.01%	1426
2021 Q2	$17K	Buy	404 +304	+304%	+$12.4K	﹤0.01%	1241
2021 Q1	$5K	Buy	+100	New	+$4.62K	﹤0.01%	1539

Other funds holding CPNG

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

GCP

Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MIOT

Massachusetts Institute of Technology Cambridge, Massachusetts $577M AUM 8.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CPNG Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Coupang (CPNG) in Q3 2022, closing a stake of 50 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in CPNG in Q1 2021 and held it in 6 quarters. The position peaked at $17K in Q2 2021. 335 funds tracked by Wall St. Rank hold CPNG as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Coupang position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 50 Coupang shares in Q3 2022, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in Coupang in Q1 2021 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's Coupang position peaked at $17K in Q2 2021.
335 funds tracked by Wall St. Rank held Coupang as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.