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

B. Riley 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
2021 Q4	–	Sell	-3,631	Closed	-$796K	–	704
2021 Q3	$796K	Buy	3,631 +2,465	+211%	+$579K	0.06%	258
2021 Q2	$306K	Sell	1,166 -48	-4%	-$11.9K	0.03%	310
2021 Q1	$309K	Sell	1,214 -25	-2%	-$7.88K	0.04%	296
2020 Q4	$420K	Sell	1,239 -163	-12%	-$50.4K	0.05%	232
2020 Q3	$384K	Buy	1,402 +594	+74%	+$173K	0.05%	264
2020 Q2	$224K	Buy	+808	New	+$163K	0.02%	353
2019 Q3	–	Sell	-1,600	Closed	-$203K	–	440
2019 Q2	$203K	Buy	+1,600	New	+$172K	0.03%	353

Other funds holding COUP

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

B. Riley Wealth Management's COUP Position: Q4 2021 in Review

B. Riley Wealth Management sold out of Coupa Software Incorporated (COUP) in Q4 2021, closing a stake of 3,631 shares — an estimated $796K sold.

B. Riley Wealth Management first reported a position in COUP in Q2 2019 and held it in 7 quarters. The position peaked at $796K in Q3 2021. 457 funds tracked by Wall St. Rank hold COUP as of Q4 2021.

B. Riley Wealth Management reported no remaining Coupa Software Incorporated position as of Q4 2021 after selling out during the quarter.
B. Riley Wealth Management sold 3,631 Coupa Software Incorporated shares in Q4 2021, an estimated $796K.
B. Riley Wealth Management first reported a position in Coupa Software Incorporated in Q2 2019 and held it in 7 quarters.
B. Riley Wealth Management's Coupa Software Incorporated position peaked at $796K in Q3 2021.
457 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2021.

Based on B. Riley Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.