CHA
COUP

Carmichael Hill & Associates’s Coupa Software Incorporated COUP Stock Holding History

Carmichael Hill & Associates’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
-50
Closed -$3.96K – 817
2022
Q4 		$3.96K Hold
50
– – ﹤0.01% 645
2022
Q3 		$3K Hold
50
– – ﹤0.01% 735
2022
Q2 		$3K Hold
50
– – ﹤0.01% 716
2022
Q1 		$5K Hold
50
– – ﹤0.01% 696
2021
Q4 		$8K Hold
50
– – ﹤0.01% 655
2021
Q3 		$11K Hold
50
– – 0.01% 599
2021
Q2 		$13K Hold
50
– – 0.01% 572
2021
Q1 		$13K Hold
50
– – 0.01% 563
2020
Q4 		$17K Buy
50
+20
+67% +$6.18K 0.01% 500
2020
Q3 		$8K Hold
30
– – 0.01% 556
2020
Q2 		$8K Hold
30
– – 0.01% 526
2020
Q1 		$4K Buy
+30
New +$4.64K ﹤0.01% 562

Other funds holding COUP

FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Carmichael Hill & Associates's COUP Position: Q1 2023 in Review

Carmichael Hill & Associates sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 50 shares — an estimated $3.96K sold.

Carmichael Hill & Associates first reported a position in COUP in Q1 2020 and held it in 12 quarters. The position peaked at $17K in Q4 2020. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Carmichael Hill & Associates reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Carmichael Hill & Associates sold 50 Coupa Software Incorporated shares in Q1 2023, an estimated $3.96K.
  • Carmichael Hill & Associates first reported a position in Coupa Software Incorporated in Q1 2020 and held it in 12 quarters.
  • Carmichael Hill & Associates's Coupa Software Incorporated position peaked at $17K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Carmichael Hill & Associates's 13F filing for Q1 2023, filed 5 Apr 2023.