CAL
COUP

Capital Advisors Ltd’s Coupa Software Incorporated COUP Stock Holding History

Capital Advisors Ltd’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
-68
Closed -$5K – 1656
2022
Q4 		$5K Buy
68
+49
+258% +$2.93K ﹤0.01% 683
2022
Q3 		$1K Buy
+19
New +$1.25K ﹤0.01% 1190
2022
Q1 		– Sell
-1
Closed – – 1306
2021
Q4 		$0 Buy
+1
New +$206 ﹤0.01% 976

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

Capital Advisors Ltd's COUP Position: Q1 2023 in Review

Capital Advisors Ltd sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 68 shares — an estimated $5K sold.

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

  • Capital Advisors Ltd reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 68 Coupa Software Incorporated shares in Q1 2023, an estimated $5K.
  • Capital Advisors Ltd first reported a position in Coupa Software Incorporated in Q4 2021 and held it in 3 quarters.
  • Capital Advisors Ltd's Coupa Software Incorporated position peaked at $5K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Capital Advisors Ltd's 13F filing for Q1 2023, filed 3 May 2023.