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WR Wealth Planners’s Coupang CPNG Stock Holding History

WR Wealth Planners’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
Q4 		$2.2K Buy
100
+39
+64% +$957 ﹤0.01% 842
2024
Q3 		$1.5K Sell
61
-36
-37% -$800 ﹤0.01% 938
2024
Q2 		$2.03K Buy
97
+81
+506% +$1.76K ﹤0.01% 884
2024
Q1 		$285 Buy
+16
New +$262 ﹤0.01% 1117

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $577M AUM 8.5% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

WR Wealth Planners's CPNG Position: Q4 2024 in Review

WR Wealth Planners increased its Coupang (CPNG) stake by 64% in Q4 2024, buying an estimated $957 and bringing the position to 100 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

WR Wealth Planners first reported a position in CPNG in Q1 2024 and has held it in 4 quarters since. 607 funds tracked by Wall St. Rank hold CPNG as of Q4 2024.

  • WR Wealth Planners held 100 shares of Coupang worth $2.2K as of Q4 2024.
  • WR Wealth Planners bought 39 Coupang shares in Q4 2024, an estimated $957.
  • Coupang made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #842 holding.
  • WR Wealth Planners first reported a position in Coupang in Q1 2024 and has held it in 4 quarters since.
  • 607 funds tracked by Wall St. Rank held Coupang as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.