Bordeaux Wealth Advisors’s Coupa Software Incorporated COUP Stock Holding History

Bordeaux Wealth 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	-98,521	Closed	-$7.8M	–	103
2022 Q4	$7.8M	Hold	98,521	–	–	4.28%	7
2022 Q3	$5.79M	Hold	98,521	–	–	3.64%	9
2022 Q2	$5.63M	Sell	98,521 -30	-0%	-$2.31K	3.88%	7
2022 Q1	$10M	Buy	98,551 +5	+0%	+$605	5.4%	5
2021 Q4	$15.6M	Buy	98,546 +25	+0%	+$5.15K	7.15%	2
2021 Q3	$21.6M	Sell	98,521 -3,800	-4%	-$893K	12.24%	1
2021 Q2	$26.8M	Sell	102,321 -2,000	-2%	-$495K	15.41%	1
2021 Q1	$26.5M	Sell	104,321 -2,800	-3%	-$882K	18.42%	1
2020 Q4	$36.3M	Buy	+107,121	New	+$33.1M	27.3%	1

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 $9.54B AUM 19.86% 1-Year Est. Return

Bordeaux Wealth Advisors's COUP Position: Q1 2023 in Review

Bordeaux Wealth Advisors sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 98,521 shares — an estimated $7.8M sold.

Bordeaux Wealth Advisors first reported a position in COUP in Q4 2020 and held it in 9 quarters. The position peaked at $36.3M in Q4 2020. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

Bordeaux Wealth Advisors reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
Bordeaux Wealth Advisors sold 98,521 Coupa Software Incorporated shares in Q1 2023, an estimated $7.8M.
Bordeaux Wealth Advisors first reported a position in Coupa Software Incorporated in Q4 2020 and held it in 9 quarters.
Bordeaux Wealth Advisors's Coupa Software Incorporated position peaked at $36.3M in Q4 2020.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Bordeaux Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.