Arax Advisory Partners’s Coupa Software Incorporated COUP Stock Holding History

Arax Advisory Partners’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	-75	Closed	-$5.94K	–	1319
2022 Q4	$5.94K	Sell	75 -4	-5%	-$239	﹤0.01%	745
2022 Q3	$5K	Sell	79 -80	-50%	-$5.24K	﹤0.01%	833
2022 Q2	$9K	Buy	159 +16	+11%	+$1.23K	﹤0.01%	677
2022 Q1	$15K	Sell	143 -83	-37%	-$10K	﹤0.01%	610
2021 Q4	$36K	Buy	226 +30	+15%	+$6.18K	﹤0.01%	499
2021 Q3	$43K	Buy	196 +65	+50%	+$15.3K	0.01%	476
2021 Q2	$34K	Buy	+131	New	+$32.5K	﹤0.01%	520
2020 Q4	$18K	Buy	52 +30	+136%	+$9.28K	﹤0.01%	515
2020 Q3	$6K	Hold	22	–	–	﹤0.01%	597
2020 Q2	$6K	Buy	+22	New	+$4.43K	﹤0.01%	587

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

Arax Advisory Partners's COUP Position: Q1 2023 in Review

Arax Advisory Partners sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 75 shares — an estimated $5.94K sold.

Arax Advisory Partners first reported a position in COUP in Q2 2020 and held it in 10 quarters. The position peaked at $43K in Q3 2021. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

Arax Advisory Partners reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
Arax Advisory Partners sold 75 Coupa Software Incorporated shares in Q1 2023, an estimated $5.94K.
Arax Advisory Partners first reported a position in Coupa Software Incorporated in Q2 2020 and held it in 10 quarters.
Arax Advisory Partners's Coupa Software Incorporated position peaked at $43K in Q3 2021.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Arax Advisory Partners's 13F filing for Q1 2023, filed 16 May 2023.