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 – 1127
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 $6.73T AUM 46.02% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BerganKDV Wealth Management's COUP Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Coupa Software Incorporated (COUP) in Q4 2022, closing a stake of 10 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in COUP in Q4 2019 and held it in 12 quarters. The position peaked at $8K in Q4 2020. 368 funds tracked by Wall St. Rank hold COUP as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining Coupa Software Incorporated position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 10 Coupa Software Incorporated shares in Q4 2022, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Coupa Software Incorporated in Q4 2019 and held it in 12 quarters.
  • BerganKDV Wealth Management's Coupa Software Incorporated position peaked at $8K in Q4 2020.
  • 368 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.