Bell Investment Advisors’s Coupa Software Incorporated COUP Stock Holding History

Bell Investment 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
2023 Q1	–	Sell	-89	Closed	-$7.05K	–	2015
2022 Q4	$7.05K	Buy	89 +71	+394%	+$4.25K	﹤0.01%	640
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	1681
2022 Q2	$1K	Buy	+18	New	+$1.39K	﹤0.01%	1703
2021 Q4	$3K	Buy	20 +1	+5%	+$206	﹤0.01%	1066
2021 Q3	$4K	Buy	+19	New	+$4.46K	﹤0.01%	855

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 $8.74B AUM 14.62% 1-Year Est. Return

Bell Investment Advisors's COUP Position: Q1 2023 in Review

Bell Investment Advisors sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 89 shares — an estimated $7.05K sold.

Bell Investment Advisors first reported a position in COUP in Q3 2021 and held it in 5 quarters. The position peaked at $7.05K in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

Bell Investment Advisors reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
Bell Investment Advisors sold 89 Coupa Software Incorporated shares in Q1 2023, an estimated $7.05K.
Bell Investment Advisors first reported a position in Coupa Software Incorporated in Q3 2021 and held it in 5 quarters.
Bell Investment Advisors's Coupa Software Incorporated position peaked at $7.05K in Q4 2022.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Bell Investment Advisors's 13F filing for Q1 2023, filed 10 May 2023.