Carson Wealth (CWM LLC)
COUP

Carson Wealth (CWM LLC)’s Coupa Software Incorporated COUP Stock Holding History

Carson Wealth (CWM LLC)’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
-978
Closed -$77K – 4483
2022
Q4 		$77K Buy
978
+523
+115% +$31.3K ﹤0.01% 1505
2022
Q3 		$27K Buy
455
+99
+28% +$6.49K ﹤0.01% 2040
2022
Q2 		$20K Buy
356
+160
+82% +$12.3K ﹤0.01% 2138
2022
Q1 		$20K Buy
196
+147
+300% +$17.8K ﹤0.01% 2094
2021
Q4 		$8K Buy
+49
New +$10.1K ﹤0.01% 2515
2021
Q2 		$2K Hold
7
– – ﹤0.01% 2732
2021
Q1 		$2K Hold
7
– – ﹤0.01% 2732
2020
Q4 		$2K Hold
7
– – ﹤0.01% 2731
2020
Q3 		$2K Hold
7
– – ﹤0.01% 2730
2020
Q2 		$2K Hold
7
– – ﹤0.01% 2728
2020
Q1 		$2K Hold
7
– – ﹤0.01% 2728
2019
Q4 		$2K Hold
7
– – ﹤0.01% 2726
2019
Q3 		$2K Hold
7
– – ﹤0.01% 2726
2019
Q2 		$2K Hold
7
– – ﹤0.01% 2725
2019
Q1 		$2K Sell
7
-27
-79% -$2.31K ﹤0.01% 2721
2018
Q4 		$2K Buy
34
+16
+89% +$1.01K ﹤0.01% 1813
2018
Q3 		$1K Buy
+18
New +$1.25K ﹤0.01% 1785

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

Carson Wealth (CWM LLC)'s COUP Position: Q1 2023 in Review

Carson Wealth (CWM LLC) sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 978 shares — an estimated $77K sold.

Carson Wealth (CWM LLC) first reported a position in COUP in Q3 2018 and held it in 17 quarters. The position peaked at $77K in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Carson Wealth (CWM LLC) reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 978 Coupa Software Incorporated shares in Q1 2023, an estimated $77K.
  • Carson Wealth (CWM LLC) first reported a position in Coupa Software Incorporated in Q3 2018 and held it in 17 quarters.
  • Carson Wealth (CWM LLC)'s Coupa Software Incorporated position peaked at $77K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2023, filed 1 May 2023.