BRWA
COUP

B. Riley Wealth Advisors’s Coupa Software Incorporated COUP Stock Holding History

B. Riley 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
Q3 		– Sell
-1,206
Closed -$315K – 1493
2021
Q2 		$315K Sell
1,206
-46
-4% -$11.4K 0.01% 998
2021
Q1 		$334K Buy
1,252
+264
+27% +$83.2K 0.01% 943
2020
Q4 		$336K Sell
988
-6
-0.6% -$1.85K 0.02% 698
2020
Q3 		$274K Buy
+994
New +$290K 0.01% 736
2019
Q2 		– Sell
-2,740
Closed -$250K – 845
2019
Q1 		$250K Buy
+2,740
New +$235K 0.03% 571

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

B. Riley Wealth Advisors's COUP Position: Q3 2021 in Review

B. Riley Wealth Advisors sold out of Coupa Software Incorporated (COUP) in Q3 2021, closing a stake of 1,206 shares — an estimated $315K sold.

B. Riley Wealth Advisors first reported a position in COUP in Q1 2019 and held it in 5 quarters. The position peaked at $336K in Q4 2020. 457 funds tracked by Wall St. Rank hold COUP as of Q3 2021.

  • B. Riley Wealth Advisors reported no remaining Coupa Software Incorporated position as of Q3 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,206 Coupa Software Incorporated shares in Q3 2021, an estimated $315K.
  • B. Riley Wealth Advisors first reported a position in Coupa Software Incorporated in Q1 2019 and held it in 5 quarters.
  • B. Riley Wealth Advisors's Coupa Software Incorporated position peaked at $336K in Q4 2020.
  • 457 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q3 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.