Allworth Financial’s Coupa Software Incorporated COUP Stock Holding History

Allworth 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	-281	Closed	-$22.2K	–	3339
2022 Q4	$22.2K	Buy	281 +265	+1,656%	+$15.9K	﹤0.01%	1314
2022 Q3	$1K	Buy	16 +14	+700%	+$917	﹤0.01%	2596
2022 Q2	$0	Sell	2 -7	-78%	-$539	﹤0.01%	2955
2022 Q1	$1K	Buy	+9	New	+$1.09K	﹤0.01%	2061
2021 Q4	–	Sell	-46	Closed	-$10K	–	2183
2021 Q3	$10K	Buy	+46	New	+$10.8K	﹤0.01%	1363

Other funds holding COUP

FCA

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

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

Allworth Financial's COUP Position: Q1 2023 in Review

Allworth Financial sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 281 shares — an estimated $22.2K sold.

Allworth Financial first reported a position in COUP in Q3 2021 and held it in 5 quarters. The position peaked at $22.2K in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

Allworth Financial reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
Allworth Financial sold 281 Coupa Software Incorporated shares in Q1 2023, an estimated $22.2K.
Allworth Financial first reported a position in Coupa Software Incorporated in Q3 2021 and held it in 5 quarters.
Allworth Financial's Coupa Software Incorporated position peaked at $22.2K in Q4 2022.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Allworth Financial's 13F filing for Q1 2023, filed 18 Apr 2023.