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Wingate Wealth Advisors’s Coupang CPNG Stock Holding History

Wingate 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
-1,200
Closed -$26.4K – 166
2024
Q4 		$26.4K Buy
+1,200
New +$29.5K 0.03% 265

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
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
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

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

Wingate Wealth Advisors sold out of Coupang (CPNG) in Q1 2025, closing a stake of 1,200 shares — an estimated $26.4K sold.

Wingate Wealth Advisors first reported a position in CPNG in Q4 2024 and held it in 1 quarter. The position peaked at $26.4K in Q4 2024. 614 funds tracked by Wall St. Rank hold CPNG as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Coupang position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 1,200 Coupang shares in Q1 2025, an estimated $26.4K.
  • Wingate Wealth Advisors first reported a position in Coupang in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Coupang position peaked at $26.4K in Q4 2024.
  • 614 funds tracked by Wall St. Rank held Coupang as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.