Advisory Services Network’s Coupa Software Incorporated COUP Stock Holding History

Advisory Services Network’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	-7	Closed	-$554	–	4188
2022 Q4	$554	Buy	+7	New	+$419	﹤0.01%	3724
2022 Q1	–	Sell	-2,111	Closed	-$334K	–	1570
2021 Q4	$334K	Sell	2,111 -529	-20%	-$109K	0.01%	1063
2021 Q3	$579K	Sell	2,640 -958	-27%	-$225K	0.02%	812
2021 Q2	$943K	Sell	3,598 -2,751	-43%	-$682K	0.03%	619
2021 Q1	$1.62M	Buy	6,349 +2,241	+55%	+$706K	0.06%	408
2020 Q4	$1.39M	Buy	4,108 +3,528	+608%	+$1.09M	0.06%	401
2020 Q3	$159K	Sell	580 -1,114	-66%	-$325K	0.01%	1058
2020 Q2	$469K	Buy	1,694 +977	+136%	+$197K	0.03%	618
2020 Q1	$100K	Sell	717 -17	-2%	-$2.63K	0.01%	1081
2019 Q4	$107K	Sell	734 -1,131	-61%	-$161K	0.01%	1137
2019 Q3	$236K	Hold	1,865	–	–	0.01%	783
2019 Q2	$236K	Hold	1,865	–	–	0.01%	781
2019 Q1	$170K	Buy	1,865 +778	+72%	+$66.7K	0.01%	826
2018 Q4	$68K	Sell	1,087 -62	-5%	-$3.92K	0.01%	1031
2018 Q3	$91K	Buy	1,149 +162	+16%	+$11.3K	0.01%	1000
2018 Q2	$65K	Buy	987 +92	+10%	+$4.89K	0.01%	1121
2018 Q1	$41K	Buy	+895	New	+$36.8K	﹤0.01%	1398

Other funds holding COUP

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Advisory Services Network's COUP Position: Q1 2023 in Review

Advisory Services Network sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 7 shares — an estimated $554 sold.

Advisory Services Network first reported a position in COUP in Q1 2018 and held it in 17 quarters. The position peaked at $1.62M in Q1 2021. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

Advisory Services Network reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
Advisory Services Network sold 7 Coupa Software Incorporated shares in Q1 2023, an estimated $554.
Advisory Services Network first reported a position in Coupa Software Incorporated in Q1 2018 and held it in 17 quarters.
Advisory Services Network's Coupa Software Incorporated position peaked at $1.62M in Q1 2021.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Advisory Services Network's 13F filing for Q1 2023, filed 17 May 2023.