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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 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.