APP
COUP

Avantax Planning Partners’s Coupa Software Incorporated COUP Stock Holding History

Avantax Planning 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
2018
Q2 		– Sell
-100
Closed -$4K – 1608
2018
Q1 		$4K Buy
+100
New +$4.11K ﹤0.01% 1464

Other funds holding COUP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BPV
Battery Partners VIII Boston, Massachusetts $121M AUM 101.35% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Avantax Planning Partners's COUP Position: Q2 2018 in Review

Avantax Planning Partners sold out of Coupa Software Incorporated (COUP) in Q2 2018, closing a stake of 100 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in COUP in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 189 funds tracked by Wall St. Rank hold COUP as of Q2 2018.

  • Avantax Planning Partners reported no remaining Coupa Software Incorporated position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 100 Coupa Software Incorporated shares in Q2 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Coupa Software Incorporated in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Coupa Software Incorporated position peaked at $4K in Q1 2018.
  • 189 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.