BWL
COUP

Bogart Wealth LLC’s Coupa Software Incorporated COUP Stock Holding History

Bogart Wealth LLC’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
Q3 		– Sell
-61
Closed -$3K – 1187
2022
Q2 		$3K Buy
+61
New +$4.7K ﹤0.01% 751
2022
Q1 		– Sell
-19
Closed -$3K – 884
2021
Q4 		$3K Buy
+19
New +$3.91K ﹤0.01% 635

Other funds holding COUP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Bogart Wealth LLC's COUP Position: Q3 2022 in Review

Bogart Wealth LLC sold out of Coupa Software Incorporated (COUP) in Q3 2022, closing a stake of 61 shares — an estimated $3K sold.

Bogart Wealth LLC first reported a position in COUP in Q4 2021 and held it in 2 quarters. The position peaked at $3K in Q2 2022. 357 funds tracked by Wall St. Rank hold COUP as of Q3 2022.

  • Bogart Wealth LLC reported no remaining Coupa Software Incorporated position as of Q3 2022 after selling out during the quarter.
  • Bogart Wealth LLC sold 61 Coupa Software Incorporated shares in Q3 2022, an estimated $3K.
  • Bogart Wealth LLC first reported a position in Coupa Software Incorporated in Q4 2021 and held it in 2 quarters.
  • Bogart Wealth LLC's Coupa Software Incorporated position peaked at $3K in Q2 2022.
  • 357 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q3 2022.

Based on Bogart Wealth LLC's 13F filing for Q3 2022, filed 3 Nov 2022.