AWA
COUP

Arkadios Wealth Advisors’s Coupa Software Incorporated COUP Stock Holding History

Arkadios Wealth 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
2021
Q4 		– Sell
-45
Closed -$9K – 1906
2021
Q3 		$9K Sell
45
-63
-58% -$14.8K ﹤0.01% 1480
2021
Q2 		$28K Hold
108
– – ﹤0.01% 1151
2021
Q1 		$27K Sell
108
-111
-51% -$35K ﹤0.01% 888
2020
Q4 		$74K Buy
219
+185
+544% +$57.2K 0.02% 488
2020
Q3 		$10.4K Sell
34
-6
-15% -$1.75K 0.01% 741
2020
Q2 		$11.9K Sell
40
-20
-33% -$4.03K 0.01% 648
2020
Q1 		$8.38K Hold
60
– – 0.01% 679
2019
Q4 		$9.91K Buy
+60
New +$8.57K 0.01% 595

Other funds holding COUP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arkadios Wealth Advisors's COUP Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Coupa Software Incorporated (COUP) in Q4 2021, closing a stake of 45 shares — an estimated $9K sold.

Arkadios Wealth Advisors first reported a position in COUP in Q4 2019 and held it in 8 quarters. The position peaked at $74K in Q4 2020. 457 funds tracked by Wall St. Rank hold COUP as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Coupa Software Incorporated position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 45 Coupa Software Incorporated shares in Q4 2021, an estimated $9K.
  • Arkadios Wealth Advisors first reported a position in Coupa Software Incorporated in Q4 2019 and held it in 8 quarters.
  • Arkadios Wealth Advisors's Coupa Software Incorporated position peaked at $74K in Q4 2020.
  • 457 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.