BWA
COUP

BDO Wealth Advisors’s Coupa Software Incorporated COUP Stock Holding History

BDO Wealth Advisors’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
2020
Q1 		– Sell
-30
Closed -$4K – 847
2019
Q4 		$4K Hold
30
– – ﹤0.01% 536
2019
Q3 		$4K Sell
30
-30
-50% -$4.15K ﹤0.01% 562
2019
Q2 		$8K Sell
60
-100
-63% -$10.7K ﹤0.01% 467
2019
Q1 		$15K Buy
+160
New +$13.7K ﹤0.01% 394

Other funds holding COUP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

BDO Wealth Advisors's COUP Position: Q1 2020 in Review

BDO Wealth Advisors sold out of Coupa Software Incorporated (COUP) in Q1 2020, closing a stake of 30 shares — an estimated $4K sold.

BDO Wealth Advisors first reported a position in COUP in Q1 2019 and held it in 4 quarters. The position peaked at $15K in Q1 2019. 342 funds tracked by Wall St. Rank hold COUP as of Q1 2020.

  • BDO Wealth Advisors reported no remaining Coupa Software Incorporated position as of Q1 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 30 Coupa Software Incorporated shares in Q1 2020, an estimated $4K.
  • BDO Wealth Advisors first reported a position in Coupa Software Incorporated in Q1 2019 and held it in 4 quarters.
  • BDO Wealth Advisors's Coupa Software Incorporated position peaked at $15K in Q1 2019.
  • 342 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2020.

Based on BDO Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.