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

AE 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
2022 Q2	–	Sell	-26,018	Closed	-$2.64M	–	1869
2022 Q1	$2.64M	Sell	26,018 -9,938	-28%	-$1.2M	0.02%	631
2021 Q4	$5.68M	Buy	35,956 +4,183	+13%	+$861K	0.04%	392
2021 Q3	$6.96M	Buy	31,773 +8,417	+36%	+$1.98M	0.06%	302
2021 Q2	$6.12M	Buy	23,356 +1,627	+7%	+$403K	0.05%	318
2021 Q1	$5.53M	Buy	21,729 +6,040	+38%	+$1.9M	0.06%	298
2020 Q4	$5.32M	Buy	15,689 +5,220	+50%	+$1.61M	0.06%	267
2020 Q3	$2.87M	Buy	10,469 +3,677	+54%	+$1.07M	0.04%	338
2020 Q2	$1.88M	Buy	6,792 +3,746	+123%	+$754K	0.03%	430
2020 Q1	$426K	Buy	+3,046	New	+$471K	0.01%	734

Other funds holding COUP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

AE Wealth Management's COUP Position: Q2 2022 in Review

AE Wealth Management sold out of Coupa Software Incorporated (COUP) in Q2 2022, closing a stake of 26,018 shares — an estimated $2.64M sold.

AE Wealth Management first reported a position in COUP in Q1 2020 and held it in 9 quarters. The position peaked at $6.96M in Q3 2021. 355 funds tracked by Wall St. Rank hold COUP as of Q2 2022.

AE Wealth Management reported no remaining Coupa Software Incorporated position as of Q2 2022 after selling out during the quarter.
AE Wealth Management sold 26,018 Coupa Software Incorporated shares in Q2 2022, an estimated $2.64M.
AE Wealth Management first reported a position in Coupa Software Incorporated in Q1 2020 and held it in 9 quarters.
AE Wealth Management's Coupa Software Incorporated position peaked at $6.96M in Q3 2021.
355 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q2 2022.

Based on AE Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.