AF
COUP

Advisornet Financial’s Coupa Software Incorporated COUP Stock Holding History

Advisornet Financial’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
-30
Closed -$2.38K – 2506
2022
Q4 		$2.38K Buy
30
+10
+50% +$598 ﹤0.01% 1634
2022
Q3 		$1K Hold
20
– – ﹤0.01% 1840
2022
Q2 		$1K Hold
20
– – ﹤0.01% 1850
2022
Q1 		$2K Hold
20
– – ﹤0.01% 1831
2021
Q4 		$3K Hold
20
– – ﹤0.01% 1790
2021
Q3 		$4K Hold
20
– – ﹤0.01% 1683
2021
Q2 		$5K Hold
20
– – ﹤0.01% 1586
2021
Q1 		$5K Buy
+20
New +$6.3K ﹤0.01% 1527

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

Advisornet Financial's COUP Position: Q1 2023 in Review

Advisornet Financial sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 30 shares — an estimated $2.38K sold.

Advisornet Financial first reported a position in COUP in Q1 2021 and held it in 8 quarters. The position peaked at $5K in Q2 2021. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Advisornet Financial reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Advisornet Financial sold 30 Coupa Software Incorporated shares in Q1 2023, an estimated $2.38K.
  • Advisornet Financial first reported a position in Coupa Software Incorporated in Q1 2021 and held it in 8 quarters.
  • Advisornet Financial's Coupa Software Incorporated position peaked at $5K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Advisornet Financial's 13F filing for Q1 2023, filed 28 Apr 2023.