Asset Dedication LLC’s Coupa Software Incorporated COUP Stock Holding History

Asset Dedication LLC’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	-8	Closed	-$1K	–	1112
2022 Q4	$1K	Hold	8	–	–	﹤0.01%	978
2022 Q3	$0	Hold	8	–	–	﹤0.01%	1028
2022 Q2	$0	Hold	8	–	–	﹤0.01%	1043
2022 Q1	$1K	Hold	8	–	–	﹤0.01%	967
2021 Q4	$1K	Sell	8 -34	-81%	-$7K	﹤0.01%	910
2021 Q3	$9K	Buy	42 +34	+425%	+$7.99K	﹤0.01%	723
2021 Q2	$2K	Buy	+8	New	+$1.98K	﹤0.01%	803
2021 Q1	–	Sell	-8	Closed	-$3K	–	804
2020 Q4	$3K	Hold	8	–	–	﹤0.01%	690
2020 Q3	$2K	Buy	+8	New	+$2.33K	﹤0.01%	704
2020 Q1	–	Sell	-8	Closed	-$1K	–	843
2019 Q4	$1K	Buy	+8	New	+$1.14K	﹤0.01%	775

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

Asset Dedication LLC's COUP Position: Q1 2023 in Review

Asset Dedication LLC sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 8 shares — an estimated $1K sold.

Asset Dedication LLC first reported a position in COUP in Q4 2019 and held it in 10 quarters. The position peaked at $9K in Q3 2021. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

Asset Dedication LLC reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
Asset Dedication LLC sold 8 Coupa Software Incorporated shares in Q1 2023, an estimated $1K.
Asset Dedication LLC first reported a position in Coupa Software Incorporated in Q4 2019 and held it in 10 quarters.
Asset Dedication LLC's Coupa Software Incorporated position peaked at $9K in Q3 2021.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Asset Dedication LLC's 13F filing for Q1 2023, filed 24 Apr 2023.