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Visionary Wealth Advisors’s Coupang CPNG Stock Holding History

Visionary 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
2022
Q3 		– Sell
-11,810
Closed -$151K – 413
2022
Q2 		$151K Buy
11,810
+700
+6% +$9.54K 0.01% 404
2022
Q1 		$196K Buy
11,110
+875
+9% +$18.7K 0.02% 407
2021
Q4 		$301K Buy
10,235
+925
+10% +$26K 0.02% 292
2021
Q3 		$259K Buy
+9,310
New +$322K 0.03% 263

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
GCP
Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $733M AUM 24.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Visionary Wealth Advisors's CPNG Position: Q3 2022 in Review

Visionary Wealth Advisors sold out of Coupang (CPNG) in Q3 2022, closing a stake of 11,810 shares — an estimated $151K sold.

Visionary Wealth Advisors first reported a position in CPNG in Q3 2021 and held it in 4 quarters. The position peaked at $301K in Q4 2021. 335 funds tracked by Wall St. Rank hold CPNG as of Q3 2022.

  • Visionary Wealth Advisors reported no remaining Coupang position as of Q3 2022 after selling out during the quarter.
  • Visionary Wealth Advisors sold 11,810 Coupang shares in Q3 2022, an estimated $151K.
  • Visionary Wealth Advisors first reported a position in Coupang in Q3 2021 and held it in 4 quarters.
  • Visionary Wealth Advisors's Coupang position peaked at $301K in Q4 2021.
  • 335 funds tracked by Wall St. Rank held Coupang as of Q3 2022.

Based on Visionary Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.