American Portfolios Advisors’s Coupa Software Incorporated COUP Stock Holding History

American Portfolios Advisors’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 Q3	$32.8K	Sell	558 -825	-60%	-$54K	﹤0.01%	1942
2022 Q2	$79K	Buy	1,383 +1,325	+2,284%	+$102K	﹤0.01%	1526
2022 Q1	$5.89K	Sell	58 -58	-50%	-$7.02K	﹤0.01%	2886
2021 Q4	$18.3K	Sell	116 -3,912	-97%	-$806K	﹤0.01%	2364
2021 Q3	$883K	Buy	4,028 +3,920	+3,630%	+$921K	0.03%	502
2021 Q2	$28.3K	Buy	108 +50	+86%	+$12.4K	﹤0.01%	2036
2021 Q1	$14.8K	Buy	58 +50	+625%	+$15.8K	﹤0.01%	2217
2020 Q4	$2.71K	Buy	+8	New	+$2.47K	﹤0.01%	2621
2020 Q3	–	Sell	-413	Closed	-$114K	–	3007
2020 Q2	$114K	Buy	+413	New	+$83.2K	0.01%	948

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

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

HCM

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

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

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

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

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

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

ESCM

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

American Portfolios Advisors's COUP Position: Q3 2022 in Review

American Portfolios Advisors reduced its Coupa Software Incorporated (COUP) stake by 60% in Q3 2022, selling an estimated $54K and leaving 558 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1942.

American Portfolios Advisors first reported a position in COUP in Q2 2020 and has held it in 9 quarters since. The position peaked at $883K in Q3 2021. 357 funds tracked by Wall St. Rank hold COUP as of Q3 2022.

American Portfolios Advisors held 558 shares of Coupa Software Incorporated worth $32.8K as of Q3 2022.
American Portfolios Advisors sold 825 Coupa Software Incorporated shares in Q3 2022, an estimated $54K.
Coupa Software Incorporated made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1942 holding.
American Portfolios Advisors first reported a position in Coupa Software Incorporated in Q2 2020 and has held it in 9 quarters since.
American Portfolios Advisors's Coupa Software Incorporated position peaked at $883K in Q3 2021.
357 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.