BWM
COUP

BerganKDV Wealth Management’s Coupa Software Incorporated COUP Stock Holding History

BerganKDV 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
2022
Q4 		– Sell
-10
Closed -$1K – 1128
2022
Q3 		$1K Sell
10
-13
-57% -$852 ﹤0.01% 953
2022
Q2 		$1K Buy
23
+10
+77% +$771 ﹤0.01% 961
2022
Q1 		$1K Sell
13
-6
-32% -$726 ﹤0.01% 985
2021
Q4 		$3K Buy
19
+3
+19% +$618 ﹤0.01% 891
2021
Q3 		$4K Hold
16
– – ﹤0.01% 801
2021
Q2 		$4K Hold
16
– – ﹤0.01% 746
2021
Q1 		$4K Sell
16
-8
-33% -$2.52K ﹤0.01% 715
2020
Q4 		$8K Buy
24
+13
+118% +$4.02K ﹤0.01% 607
2020
Q3 		$3K Hold
11
– – ﹤0.01% 671
2020
Q2 		$3K Hold
11
– – ﹤0.01% 725
2020
Q1 		$2K Buy
11
+8
+267% +$1.24K ﹤0.01% 766
2019
Q4 		$0 Buy
+3
New +$428 ﹤0.01% 987

Other funds holding COUP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return