BL
COUP

Balentine LLC’s Coupa Software Incorporated COUP Stock Holding History

Balentine LLC’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
-4,969
Closed -$393K – 688
2022
Q4 		$393K Buy
+4,969
New +$297K 0.01% 389
2020
Q3 		– Sell
-8
Closed -$2K – 896
2020
Q2 		$2K Buy
+8
New +$1.61K ﹤0.01% 877

Other funds holding COUP

FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Balentine LLC's COUP Position: Q1 2023 in Review

Balentine LLC sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 4,969 shares — an estimated $393K sold.

Balentine LLC first reported a position in COUP in Q2 2020 and held it in 2 quarters. The position peaked at $393K in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Balentine LLC reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Balentine LLC sold 4,969 Coupa Software Incorporated shares in Q1 2023, an estimated $393K.
  • Balentine LLC first reported a position in Coupa Software Incorporated in Q2 2020 and held it in 2 quarters.
  • Balentine LLC's Coupa Software Incorporated position peaked at $393K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Balentine LLC's 13F filing for Q1 2023, filed 11 May 2023.