B. Metzler seel. Sohn & Co’s Coupa Software Incorporated COUP Stock Holding History

B. Metzler seel. Sohn & Co’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	-3,225	Closed	-$255K	–	759
2022 Q4	$255K	Buy	+3,225	New	+$193K	﹤0.01%	661
2022 Q1	–	Sell	-1,529	Closed	-$248K	–	796
2021 Q4	$248K	Buy	1,529 +484	+46%	+$99.7K	﹤0.01%	675
2021 Q3	$229K	Hold	1,045	–	–	﹤0.01%	672
2021 Q2	$274K	Buy	1,045 +50	+5%	+$12.4K	﹤0.01%	637
2021 Q1	$253K	Hold	995	–	–	﹤0.01%	640
2020 Q4	$340K	Buy	+995	New	+$308K	0.01%	583

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

B. Metzler seel. Sohn & Co's COUP Position: Q1 2023 in Review

B. Metzler seel. Sohn & Co sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 3,225 shares — an estimated $255K sold.

B. Metzler seel. Sohn & Co first reported a position in COUP in Q4 2020 and held it in 6 quarters. The position peaked at $340K in Q4 2020. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

B. Metzler seel. Sohn & Co reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
B. Metzler seel. Sohn & Co sold 3,225 Coupa Software Incorporated shares in Q1 2023, an estimated $255K.
B. Metzler seel. Sohn & Co first reported a position in Coupa Software Incorporated in Q4 2020 and held it in 6 quarters.
B. Metzler seel. Sohn & Co's Coupa Software Incorporated position peaked at $340K in Q4 2020.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2023, filed 10 May 2023.