CMA
COUP

Cedar Mountain Advisors’s Coupa Software Incorporated COUP Stock Holding History

Cedar Mountain 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
-50
Closed -$3.96K – 327
2022
Q4 		$3.96K Hold
50
– – ﹤0.01% 221
2022
Q3 		$3K Hold
50
– – ﹤0.01% 248
2022
Q2 		$3K Hold
50
– – ﹤0.01% 253
2022
Q1 		$5K Hold
50
– – ﹤0.01% 243
2021
Q4 		$8K Hold
50
– – ﹤0.01% 203
2021
Q3 		$11K Hold
50
– – ﹤0.01% 163
2021
Q2 		$13K Hold
50
– – ﹤0.01% 151
2021
Q1 		$13K Hold
50
– – ﹤0.01% 158
2020
Q4 		$17K Buy
+50
New +$15.5K 0.01% 136

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

Cedar Mountain Advisors's COUP Position: Q1 2023 in Review

Cedar Mountain Advisors sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 50 shares — an estimated $3.96K sold.

Cedar Mountain Advisors first reported a position in COUP in Q4 2020 and held it in 9 quarters. The position peaked at $17K in Q4 2020. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Cedar Mountain Advisors reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Cedar Mountain Advisors sold 50 Coupa Software Incorporated shares in Q1 2023, an estimated $3.96K.
  • Cedar Mountain Advisors first reported a position in Coupa Software Incorporated in Q4 2020 and held it in 9 quarters.
  • Cedar Mountain Advisors'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 Cedar Mountain Advisors's 13F filing for Q1 2023, filed 11 Apr 2023.