C.M. Bidwell & Associates’s Coupa Software Incorporated COUP Stock Holding History

C.M. Bidwell & Associates’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	-515	Closed	-$40.8K	–	578
2022 Q4	$40.8K	Sell	515 -2,029	-80%	-$121K	0.03%	302
2022 Q3	$150K	Buy	+2,544	New	+$167K	0.12%	149
2022 Q2	–	Sell	-30	Closed	-$3K	–	583
2022 Q1	$3K	Buy	+30	New	+$3.63K	﹤0.01%	466

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

C.M. Bidwell & Associates's COUP Position: Q1 2023 in Review

C.M. Bidwell & Associates sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 515 shares — an estimated $40.8K sold.

C.M. Bidwell & Associates first reported a position in COUP in Q1 2022 and held it in 3 quarters. The position peaked at $150K in Q3 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

C.M. Bidwell & Associates reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
C.M. Bidwell & Associates sold 515 Coupa Software Incorporated shares in Q1 2023, an estimated $40.8K.
C.M. Bidwell & Associates first reported a position in Coupa Software Incorporated in Q1 2022 and held it in 3 quarters.
C.M. Bidwell & Associates's Coupa Software Incorporated position peaked at $150K in Q3 2022.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2023, filed 12 May 2023.