Bank of America’s Coupa Software Incorporated COUP Stock Holding History

Bank of America’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
2022 Q2	–	Sell	-16,100	Closed	-$1.64M	–	8678
2022 Q1	$1.64M	Buy	16,100 +14,100	+705%	+$1.71M	﹤0.01%	4788
2021 Q4	$316K	Sell	2,000 -1,000	-33%	-$206K	﹤0.01%	6207
2021 Q3	$658K	Buy	+3,000	New	+$705K	﹤0.01%	5424
2020 Q2	–	Sell	-25,000	Closed	-$3.49M	–	7247
2020 Q1	$3.49M	Buy	+25,000	New	+$3.87M	﹤0.01%	3012
2019 Q4	–	Sell	-200	Closed	-$26K	–	7541
2019 Q3	$26K	Buy	+200	New	+$27.7K	﹤0.01%	6527

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

Bank of America's COUP Position: Q1 2023 in Review

Bank of America sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 478,528 shares — an estimated $37.9M sold.

Bank of America first reported a position in COUP in Q4 2016 and held it in 25 quarters. The position peaked at $165M in Q3 2020. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

Bank of America reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
Bank of America sold 478,528 Coupa Software Incorporated shares in Q1 2023, an estimated $37.9M.
Bank of America first reported a position in Coupa Software Incorporated in Q4 2016 and held it in 25 quarters.
Bank of America's Coupa Software Incorporated position peaked at $165M in Q3 2020.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Bank of America's 13F filing for Q1 2023, filed 12 May 2023.