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 		– Hold
0
– -$23.8K – 816
2022
Q4 		– Hold
0
– – – 435
2022
Q3 		– Hold
0
– – – 502
2022
Q2 		– Sell
-300
Closed -$23.1K – 499
2022
Q1 		$30K Sell
300
-100
-25% -$12.1K 0.01% 444
2021
Q4 		$64K Buy
400
+100
+33% +$20.6K 0.03% 328
2021
Q3 		$66K Hold
300
– – 0.03% 302
2021
Q2 		$78K Buy
300
+200
+200% +$49.5K 0.04% 273
2021
Q1 		$25K Hold
100
– – 0.01% 471
2020
Q4 		$34K Sell
100
-500
-83% -$155K 0.02% 382
2020
Q3 		$164K Hold
600
– – 0.11% 156
2020
Q2 		$167K Hold
600
– – 0.12% 139
2020
Q1 		$84K Buy
600
+100
+20% +$15.5K 0.07% 187
2019
Q4 		$73K Buy
+500
New +$71.4K 0.05% 237

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

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.