Carmel Capital Partners’s Coupa Software Incorporated COUP Stock Holding History

Carmel Capital Partners’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	-7,138	Closed	-$565K	–	472
2022 Q4	$565K	Buy	7,138 +1,517	+27%	+$90.8K	0.39%	59
2022 Q3	$331K	Sell	5,621 -50	-0.9%	-$3.28K	0.32%	73
2022 Q2	$324K	Buy	+5,671	New	+$437K	0.3%	77

Other funds holding COUP

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

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

Carmel Capital Partners's COUP Position: Q1 2023 in Review

Carmel Capital Partners sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 7,138 shares — an estimated $565K sold.

Carmel Capital Partners first reported a position in COUP in Q2 2022 and held it in 3 quarters. The position peaked at $565K in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

Carmel Capital Partners reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
Carmel Capital Partners sold 7,138 Coupa Software Incorporated shares in Q1 2023, an estimated $565K.
Carmel Capital Partners first reported a position in Coupa Software Incorporated in Q2 2022 and held it in 3 quarters.
Carmel Capital Partners's Coupa Software Incorporated position peaked at $565K in Q4 2022.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Carmel Capital Partners's 13F filing for Q1 2023, filed 19 Apr 2023.