AAM
COUP

Advisors Asset Management’s Coupa Software Incorporated COUP Stock Holding History

Advisors Asset 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
-632
Closed -$50K – 1513
2022
Q4 		$50K Sell
632
-212
-25% -$12.7K ﹤0.01% 1340
2022
Q3 		$50K Sell
844
-80
-9% -$5.24K ﹤0.01% 1357
2022
Q2 		$53K Sell
924
-41
-4% -$3.16K ﹤0.01% 1366
2022
Q1 		$98K Buy
965
+350
+57% +$42.4K ﹤0.01% 1347
2021
Q4 		$97K Buy
615
+440
+251% +$90.6K ﹤0.01% 1383
2021
Q3 		$38K Buy
+175
New +$41.1K ﹤0.01% 1417
2021
Q2 		– Sell
-755
Closed -$192K – 1519
2021
Q1 		$192K Sell
755
-185
-20% -$58.3K ﹤0.01% 1220
2020
Q4 		$319K Sell
940
-258
-22% -$79.8K 0.01% 1093
2020
Q3 		$329K Sell
1,198
-374
-24% -$109K 0.01% 1044
2020
Q2 		$436K Sell
1,572
-412
-21% -$83K 0.01% 936
2020
Q1 		$277K Buy
1,984
+318
+19% +$49.2K 0.01% 1026
2019
Q4 		$244K Buy
+1,666
New +$238K ﹤0.01% 1157

Other funds holding COUP

FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Advisors Asset Management's COUP Position: Q1 2023 in Review

Advisors Asset Management sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 632 shares — an estimated $50K sold.

Advisors Asset Management first reported a position in COUP in Q4 2019 and held it in 12 quarters. The position peaked at $436K in Q2 2020. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Advisors Asset Management reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Advisors Asset Management sold 632 Coupa Software Incorporated shares in Q1 2023, an estimated $50K.
  • Advisors Asset Management first reported a position in Coupa Software Incorporated in Q4 2019 and held it in 12 quarters.
  • Advisors Asset Management's Coupa Software Incorporated position peaked at $436K in Q2 2020.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Advisors Asset Management's 13F filing for Q1 2023, filed 12 May 2023.