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Soltis Investment Advisors’s Coupang CPNG Stock Holding History

Soltis Investment 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
2023
Q2 		– Sell
-10,000
Closed -$160K – 264
2023
Q1 		$160K Hold
10,000
– – 0.02% 253
2022
Q4 		$147K Buy
+10,000
New +$176K 0.02% 241

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $733M AUM 24.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Soltis Investment Advisors's CPNG Position: Q2 2023 in Review

Soltis Investment Advisors sold out of Coupang (CPNG) in Q2 2023, closing a stake of 10,000 shares — an estimated $160K sold.

Soltis Investment Advisors first reported a position in CPNG in Q4 2022 and held it in 2 quarters. The position peaked at $160K in Q1 2023. 361 funds tracked by Wall St. Rank hold CPNG as of Q2 2023.

  • Soltis Investment Advisors reported no remaining Coupang position as of Q2 2023 after selling out during the quarter.
  • Soltis Investment Advisors sold 10,000 Coupang shares in Q2 2023, an estimated $160K.
  • Soltis Investment Advisors first reported a position in Coupang in Q4 2022 and held it in 2 quarters.
  • Soltis Investment Advisors's Coupang position peaked at $160K in Q1 2023.
  • 361 funds tracked by Wall St. Rank held Coupang as of Q2 2023.

Based on Soltis Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.