AWM
COUP

Avior Wealth Management’s Coupa Software Incorporated COUP Stock Holding History

Avior Wealth Management’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
2019
Q4 		– Sell
-1,680
Closed -$217K – 889
2019
Q3 		$217K Buy
+1,680
New +$233K 0.04% 354

Other funds holding COUP

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Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BlackRock
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Avior Wealth Management's COUP Position: Q4 2019 in Review

Avior Wealth Management sold out of Coupa Software Incorporated (COUP) in Q4 2019, closing a stake of 1,680 shares — an estimated $217K sold.

Avior Wealth Management first reported a position in COUP in Q3 2019 and held it in 1 quarter. The position peaked at $217K in Q3 2019. 326 funds tracked by Wall St. Rank hold COUP as of Q4 2019.

  • Avior Wealth Management reported no remaining Coupa Software Incorporated position as of Q4 2019 after selling out during the quarter.
  • Avior Wealth Management sold 1,680 Coupa Software Incorporated shares in Q4 2019, an estimated $217K.
  • Avior Wealth Management first reported a position in Coupa Software Incorporated in Q3 2019 and held it in 1 quarter.
  • Avior Wealth Management's Coupa Software Incorporated position peaked at $217K in Q3 2019.
  • 326 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2019.

Based on Avior Wealth Management's 13F filing for Q4 2019, filed 11 Feb 2020.