Cetera Advisor Networks’s Coupa Software Incorporated COUP Stock Holding History

Cetera Advisor Networks’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
2022 Q1	–	Sell	-2,591	Closed	-$410K	–	2209
2021 Q4	$410K	Buy	2,591 +1,439	+125%	+$296K	0.01%	1402
2021 Q3	$252K	Sell	1,152 -850	-42%	-$200K	﹤0.01%	1652
2021 Q2	$525K	Buy	+2,002	New	+$496K	0.01%	1151
2020 Q3	–	Sell	-73	Closed	-$20K	–	3232
2020 Q2	$20K	Buy	+73	New	+$14.7K	﹤0.01%	2402

Other funds holding COUP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Cetera Advisor Networks's COUP Position: Q1 2022 in Review

Cetera Advisor Networks sold out of Coupa Software Incorporated (COUP) in Q1 2022, closing a stake of 2,591 shares — an estimated $410K sold.

Cetera Advisor Networks first reported a position in COUP in Q2 2020 and held it in 4 quarters. The position peaked at $525K in Q2 2021. 404 funds tracked by Wall St. Rank hold COUP as of Q1 2022.

Cetera Advisor Networks reported no remaining Coupa Software Incorporated position as of Q1 2022 after selling out during the quarter.
Cetera Advisor Networks sold 2,591 Coupa Software Incorporated shares in Q1 2022, an estimated $410K.
Cetera Advisor Networks first reported a position in Coupa Software Incorporated in Q2 2020 and held it in 4 quarters.
Cetera Advisor Networks's Coupa Software Incorporated position peaked at $525K in Q2 2021.
404 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2022.

Based on Cetera Advisor Networks's 13F filing for Q1 2022, filed 12 May 2022.