CAAS
COUP

Capital Asset Advisory Services’s Coupa Software Incorporated COUP Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-100
Closed -$34K – 1601
2020
Q4 		$34K Buy
+100
New +$30.9K 0.01% 714

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Morgan Stanley
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BlackRock
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LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Jennison Associates
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Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Capital Asset Advisory Services's COUP Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Coupa Software Incorporated (COUP) in Q1 2021, closing a stake of 100 shares — an estimated $34K sold.

Capital Asset Advisory Services first reported a position in COUP in Q4 2020 and held it in 1 quarter. The position peaked at $34K in Q4 2020. 481 funds tracked by Wall St. Rank hold COUP as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Coupa Software Incorporated position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 100 Coupa Software Incorporated shares in Q1 2021, an estimated $34K.
  • Capital Asset Advisory Services first reported a position in Coupa Software Incorporated in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Coupa Software Incorporated position peaked at $34K in Q4 2020.
  • 481 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.