AWM
COUP

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

Affinity 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
2019
Q3 		– Sell
-8,914
Closed -$1.13M – 114
2019
Q2 		$1.13M Buy
+8,914
New +$956K 0.44% 39

Other funds holding COUP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Affinity Wealth Management's COUP Position: Q3 2019 in Review

Affinity Wealth Management sold out of Coupa Software Incorporated (COUP) in Q3 2019, closing a stake of 8,914 shares — an estimated $1.13M sold.

Affinity Wealth Management first reported a position in COUP in Q2 2019 and held it in 1 quarter. The position peaked at $1.13M in Q2 2019. 303 funds tracked by Wall St. Rank hold COUP as of Q3 2019.

  • Affinity Wealth Management reported no remaining Coupa Software Incorporated position as of Q3 2019 after selling out during the quarter.
  • Affinity Wealth Management sold 8,914 Coupa Software Incorporated shares in Q3 2019, an estimated $1.13M.
  • Affinity Wealth Management first reported a position in Coupa Software Incorporated in Q2 2019 and held it in 1 quarter.
  • Affinity Wealth Management's Coupa Software Incorporated position peaked at $1.13M in Q2 2019.
  • 303 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q3 2019.

Based on Affinity Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.