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Coupang shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Coupang (CPNG) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Coupang

Tip: Access up to 7 years of quarterly data

All positions including Coupang held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coupang by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $828k 47k 17.79
2023-12-31 $754k 47k 16.19

More positions owned by Heritage Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Calif Mun Bd Etf (CMF)
Qualcomm (QCOM)
Microsoft Corporation Put Option (MSFT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)

View all positions for Heritage Wealth Management

Top funds holding Coupang

Baillie Gifford & Co
Maverick Capital
T. Rowe Price Associates
WCM Investment Management
Wellington Management Company
Duquesne Family Office
PointState Capital
Viking Global Investors
Norges Bank Investment Management
Fiduciary Trust Company
Abrams Capital Management
Foxhaven Asset Management
Pacer Advisors
Bill & Melinda Gates Foundation Trust
Greenoaks Capital Partners

View all funds holding Coupang