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SYSTM Wealth Solutions’s Coupang CPNG Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-5,302
Closed -$111K – 207
2024
Q2 		$111K Buy
5,302
+5,100
+2,525% +$111K 0.02% 240
2024
Q1 		$3.59K Hold
202
– – ﹤0.01% 851
2023
Q4 		$3.27K Buy
+202
New +$3.33K ﹤0.01% 907

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $577M AUM 8.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

SYSTM Wealth Solutions's CPNG Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Coupang (CPNG) in Q3 2024, closing a stake of 5,302 shares — an estimated $111K sold.

SYSTM Wealth Solutions first reported a position in CPNG in Q4 2023 and held it in 3 quarters. The position peaked at $111K in Q2 2024. 532 funds tracked by Wall St. Rank hold CPNG as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Coupang position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 5,302 Coupang shares in Q3 2024, an estimated $111K.
  • SYSTM Wealth Solutions first reported a position in Coupang in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Coupang position peaked at $111K in Q2 2024.
  • 532 funds tracked by Wall St. Rank held Coupang as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.