CAPTRUST Financial Advisors
COUP

CAPTRUST Financial Advisors’s Coupa Software Incorporated COUP Stock Holding History

CAPTRUST Financial 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
-15,520
Closed -$1.23M – 2411
2022
Q4 		$1.23M Buy
15,520
+5,314
+52% +$318K 0.01% 883
2022
Q3 		$600K Buy
10,206
+9,235
+951% +$605K ﹤0.01% 1165
2022
Q2 		$55K Sell
971
-3,223
-77% -$248K ﹤0.01% 2680
2022
Q1 		$426K Buy
4,194
+515
+14% +$62.3K ﹤0.01% 1220
2021
Q4 		$581K Buy
3,679
+3,201
+670% +$659K ﹤0.01% 1044
2021
Q3 		$105K Buy
478
+50
+12% +$11.7K ﹤0.01% 2034
2021
Q2 		$112K Sell
428
-197
-32% -$48.8K ﹤0.01% 1950
2021
Q1 		$159K Buy
625
+101
+19% +$31.8K ﹤0.01% 1640
2020
Q4 		$178K Buy
524
+60
+13% +$18.6K ﹤0.01% 1247
2020
Q3 		$130K Sell
464
-281
-38% -$82K ﹤0.01% 1229
2020
Q2 		$214K Sell
745
-86
-10% -$17.3K ﹤0.01% 1005
2020
Q1 		$109K Sell
831
-1,165
-58% -$180K ﹤0.01% 1087
2019
Q4 		$307K Buy
1,996
+1,580
+380% +$226K ﹤0.01% 837
2019
Q3 		$54K Sell
416
-10
-2% -$1.38K ﹤0.01% 973
2019
Q2 		$54K Sell
426
-12
-3% -$1.29K ﹤0.01% 952
2019
Q1 		$40K Hold
438
– – ﹤0.01% 973
2018
Q4 		$28K Buy
438
+161
+58% +$10.2K ﹤0.01% 925
2018
Q3 		$22K Sell
277
-127
-31% -$8.82K ﹤0.01% 978
2018
Q2 		$25K Buy
404
+87
+27% +$4.63K ﹤0.01% 882
2018
Q1 		$14K Buy
+317
New +$13K ﹤0.01% 951

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 $9.54B AUM 19.86% 1-Year Est. Return

CAPTRUST Financial Advisors's COUP Position: Q1 2023 in Review

CAPTRUST Financial Advisors sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 15,520 shares — an estimated $1.23M sold.

CAPTRUST Financial Advisors first reported a position in COUP in Q1 2018 and held it in 20 quarters. The position peaked at $1.23M in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • CAPTRUST Financial Advisors reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 15,520 Coupa Software Incorporated shares in Q1 2023, an estimated $1.23M.
  • CAPTRUST Financial Advisors first reported a position in Coupa Software Incorporated in Q1 2018 and held it in 20 quarters.
  • CAPTRUST Financial Advisors's Coupa Software Incorporated position peaked at $1.23M in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.