Bank Julius Baer & Co
COUP

Bank Julius Baer & Co’s Coupa Software Incorporated COUP Stock Holding History

Bank Julius Baer & 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
-400
Closed -$32K – 619
2022
Q4 		$32K Buy
400
+4
+1% +$239 ﹤0.01% 528
2022
Q3 		$23K Sell
396
-7
-2% -$459 ﹤0.01% 535
2022
Q2 		$23K Buy
403
+2
+0.5% +$154 ﹤0.01% 564
2022
Q1 		$41K Sell
401
-1
-0.2% -$121 ﹤0.01% 533
2021
Q4 		$63K Buy
402
+2
+0.5% +$412 ﹤0.01% 635
2021
Q3 		$88K Sell
400
-1
-0.2% -$235 ﹤0.01% 632
2021
Q2 		$105K Hold
401
– – ﹤0.01% 632
2021
Q1 		$102K Buy
401
+3
+0.8% +$945 ﹤0.01% 620
2020
Q4 		$135K Sell
398
-3,492
-90% -$1.08M ﹤0.01% 605
2020
Q3 		$1.07M Sell
3,890
-2,553
-40% -$745K 0.01% 290
2020
Q2 		$1.78M Sell
6,443
-5,097
-44% -$1.03M 0.02% 209
2020
Q1 		$1.46M Buy
+11,540
New +$1.79M 0.03% 186

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

Bank Julius Baer & Co's COUP Position: Q1 2023 in Review

Bank Julius Baer & Co sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 400 shares — an estimated $32K sold.

Bank Julius Baer & Co first reported a position in COUP in Q1 2020 and held it in 12 quarters. The position peaked at $1.78M in Q2 2020. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Bank Julius Baer & Co reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Bank Julius Baer & Co sold 400 Coupa Software Incorporated shares in Q1 2023, an estimated $32K.
  • Bank Julius Baer & Co first reported a position in Coupa Software Incorporated in Q1 2020 and held it in 12 quarters.
  • Bank Julius Baer & Co's Coupa Software Incorporated position peaked at $1.78M in Q2 2020.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Bank Julius Baer & Co's 13F filing for Q1 2023, filed 11 May 2023.