Bristlecone Advisors’s Coupa Software Incorporated COUP Stock Holding History

Bristlecone 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	-9,537	Closed	-$755K	–	359
2022 Q4	$755K	Buy	9,537 +957	+11%	+$57.3K	0.09%	143
2022 Q3	$505K	Buy	8,580 +210	+3%	+$13.8K	0.07%	164
2022 Q2	$478K	Buy	8,370 +4,372	+109%	+$337K	0.06%	170
2022 Q1	$406K	Buy	3,998 +1,666	+71%	+$202K	0.05%	177
2021 Q4	$369K	Buy	+2,332	New	+$480K	0.04%	179

Other funds holding COUP

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Bristlecone Advisors's COUP Position: Q1 2023 in Review

Bristlecone Advisors sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 9,537 shares — an estimated $755K sold.

Bristlecone Advisors first reported a position in COUP in Q4 2021 and held it in 5 quarters. The position peaked at $755K in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

Bristlecone Advisors reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
Bristlecone Advisors sold 9,537 Coupa Software Incorporated shares in Q1 2023, an estimated $755K.
Bristlecone Advisors first reported a position in Coupa Software Incorporated in Q4 2021 and held it in 5 quarters.
Bristlecone Advisors's Coupa Software Incorporated position peaked at $755K in Q4 2022.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Bristlecone Advisors's 13F filing for Q1 2023, filed 11 May 2023.