Sax Wealth Advisors’s Coupang CPNG Stock Holding History

Sax 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	-63,696	Closed	-$1.4M	–	367
2024 Q4	$1.4M	Sell	63,696 -1,329	-2%	-$32.6K	0.11%	92
2024 Q3	$1.6M	Buy	65,025 +2	+0%	+$44	0.14%	67
2024 Q2	$1.36M	Buy	65,023 +1,370	+2%	+$29.7K	0.13%	75
2024 Q1	$1.13M	Buy	63,653 +3,822	+6%	+$62.6K	0.13%	69
2023 Q4	$969K	Buy	59,831 +44,247	+284%	+$730K	0.16%	74
2023 Q3	$265K	Buy	+15,584	New	+$280K	0.05%	147

Other funds holding CPNG

SIAU

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

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

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

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Sax Wealth Advisors's CPNG Position: Q1 2025 in Review

Sax Wealth Advisors sold out of Coupang (CPNG) in Q1 2025, closing a stake of 63,696 shares — an estimated $1.4M sold.

Sax Wealth Advisors first reported a position in CPNG in Q3 2023 and held it in 6 quarters. The position peaked at $1.6M in Q3 2024. 614 funds tracked by Wall St. Rank hold CPNG as of Q1 2025.

Sax Wealth Advisors reported no remaining Coupang position as of Q1 2025 after selling out during the quarter.
Sax Wealth Advisors sold 63,696 Coupang shares in Q1 2025, an estimated $1.4M.
Sax Wealth Advisors first reported a position in Coupang in Q3 2023 and held it in 6 quarters.
Sax Wealth Advisors's Coupang position peaked at $1.6M in Q3 2024.
614 funds tracked by Wall St. Rank held Coupang as of Q1 2025.

Based on Sax Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.