CT
COUP

Cambridge Trust’s Coupa Software Incorporated COUP Stock Holding History

Cambridge Trust’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
-200
Closed -$16K – 828
2022
Q4 		$16K Buy
+200
New +$12K ﹤0.01% 589
2022
Q1 		– Sell
-44
Closed -$7K – 1226
2021
Q4 		$7K Buy
+44
New +$9.06K ﹤0.01% 875

Other funds holding COUP

FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Cambridge Trust's COUP Position: Q1 2023 in Review

Cambridge Trust sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 200 shares — an estimated $16K sold.

Cambridge Trust first reported a position in COUP in Q4 2021 and held it in 2 quarters. The position peaked at $16K in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Cambridge Trust reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Cambridge Trust sold 200 Coupa Software Incorporated shares in Q1 2023, an estimated $16K.
  • Cambridge Trust first reported a position in Coupa Software Incorporated in Q4 2021 and held it in 2 quarters.
  • Cambridge Trust's Coupa Software Incorporated position peaked at $16K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Cambridge Trust's 13F filing for Q1 2023, filed 12 May 2023.