BHWM
COUP

Beaird Harris Wealth Management’s Coupa Software Incorporated COUP Stock Holding History

Beaird Harris Wealth Management’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
-100
Closed -$7.92K – 775
2022
Q4 		$7.92K Hold
100
– – ﹤0.01% 351
2022
Q3 		$6K Hold
100
– – ﹤0.01% 338
2022
Q2 		$6K Hold
100
– – ﹤0.01% 301
2022
Q1 		$10K Hold
100
– – ﹤0.01% 335
2021
Q4 		$16K Buy
+100
New +$20.6K 0.01% 350

Other funds holding COUP

FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
IA
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

Beaird Harris Wealth Management's COUP Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 100 shares — an estimated $7.92K sold.

Beaird Harris Wealth Management first reported a position in COUP in Q4 2021 and held it in 5 quarters. The position peaked at $16K in Q4 2021. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 100 Coupa Software Incorporated shares in Q1 2023, an estimated $7.92K.
  • Beaird Harris Wealth Management first reported a position in Coupa Software Incorporated in Q4 2021 and held it in 5 quarters.
  • Beaird Harris Wealth Management's Coupa Software Incorporated position peaked at $16K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.