TCI Wealth Advisors’s Coupang CPNG Stock Holding History

TCI 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
2023 Q2	–	Sell	-18	Closed	-$288	–	648
2023 Q1	$288	Hold	18	–	–	﹤0.01%	2293
2022 Q4	$265	Hold	18	–	–	﹤0.01%	2303
2022 Q3	$0	Hold	18	–	–	﹤0.01%	2301
2022 Q2	$0	Sell	18 -1,260	-99%	-$17.2K	﹤0.01%	2309
2022 Q1	$22K	Buy	1,278 +260	+26%	+$5.56K	﹤0.01%	650
2021 Q4	$30K	Hold	1,018	–	–	﹤0.01%	536
2021 Q3	$28K	Buy	1,018 +986	+3,081%	+$34.1K	﹤0.01%	557
2021 Q2	$1K	Buy	+32	New	+$1.31K	﹤0.01%	2187

Other funds holding CPNG

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

TCI Wealth Advisors's CPNG Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Coupang (CPNG) in Q2 2023, closing a stake of 18 shares — an estimated $288 sold.

TCI Wealth Advisors first reported a position in CPNG in Q2 2021 and held it in 8 quarters. The position peaked at $30K in Q4 2021. 361 funds tracked by Wall St. Rank hold CPNG as of Q2 2023.

TCI Wealth Advisors reported no remaining Coupang position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 18 Coupang shares in Q2 2023, an estimated $288.
TCI Wealth Advisors first reported a position in Coupang in Q2 2021 and held it in 8 quarters.
TCI Wealth Advisors's Coupang position peaked at $30K in Q4 2021.
361 funds tracked by Wall St. Rank held Coupang as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.