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Coupang shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors investment in Coupang

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Coupang by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $969k 60k 16.19
2023-09-30 $265k 16k 17.00

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Eqt Etf (AVUS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for Sax Wealth Advisors

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