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 Q4	–	Sell	-6,000	Closed	-$353K	–	8567
2022 Q3	$353K	Hold	6,000	–	–	﹤0.01%	5632
2022 Q2	$343K	Hold	6,000	–	–	﹤0.01%	5702
2022 Q1	$610K	Buy	6,000 +3,700	+161%	+$448K	﹤0.01%	5676
2021 Q4	$364K	Sell	2,300 -341,600	-99%	-$70.3M	﹤0.01%	6122
2021 Q3	$75.4M	Buy	+343,900	New	+$80.8M	0.01%	1104
2018 Q4	–	Sell	-43,600	Closed	-$3.45M	–	7487
2018 Q3	$3.45M	Buy	+43,600	New	+$3.03M	﹤0.01%	3525

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.