AWM
COUP

Abound Wealth Management’s Coupa Software Incorporated COUP Stock Holding History

Abound Wealth Management’s Portfolio COUP Stock Details COUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-93
Closed -$7.36K – 758
2022
Q4 		$7.36K Hold
93
– – ﹤0.01% 301
2022
Q3 		$5.47K Buy
+93
New +$6.09K ﹤0.01% 354

Other funds holding COUP

FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Abound Wealth Management's COUP Position: Q1 2023 in Review

Abound Wealth Management sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 93 shares — an estimated $7.36K sold.

Abound Wealth Management first reported a position in COUP in Q3 2022 and held it in 2 quarters. The position peaked at $7.36K in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Abound Wealth Management reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Abound Wealth Management sold 93 Coupa Software Incorporated shares in Q1 2023, an estimated $7.36K.
  • Abound Wealth Management first reported a position in Coupa Software Incorporated in Q3 2022 and held it in 2 quarters.
  • Abound Wealth Management's Coupa Software Incorporated position peaked at $7.36K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Abound Wealth Management's 13F filing for Q1 2023, filed 7 Aug 2024.