CI
COUP

Ceera Investments’s Coupa Software Incorporated COUP Stock Holding History

Ceera Investments’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
-39,232
Closed -$3.11M – 85
2022
Q4 		$3.11M Buy
39,232
+7,930
+25% +$474K 1.96% 22
2022
Q3 		$1.84M Buy
31,302
+1,132
+4% +$74.2K 1.22% 33
2022
Q2 		$1.72M Buy
+30,170
New +$2.33M 0.98% 36

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

Ceera Investments's COUP Position: Q1 2023 in Review

Ceera Investments sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 39,232 shares — an estimated $3.11M sold.

Ceera Investments first reported a position in COUP in Q2 2022 and held it in 3 quarters. The position peaked at $3.11M in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Ceera Investments reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Ceera Investments sold 39,232 Coupa Software Incorporated shares in Q1 2023, an estimated $3.11M.
  • Ceera Investments first reported a position in Coupa Software Incorporated in Q2 2022 and held it in 3 quarters.
  • Ceera Investments's Coupa Software Incorporated position peaked at $3.11M in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Ceera Investments's 13F filing for Q1 2023, filed 9 May 2023.