CIAS
COUP

CFS Investment Advisory Services’s Coupa Software Incorporated COUP Stock Holding History

CFS Investment Advisory Services’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
Q4 		– Sell
-17,640
Closed – – 293
2022
Q3 		$0 Buy
+17,640
New +$1.16M ﹤0.01% 375
2022
Q2 		– Sell
-30,489
Closed – – 558
2022
Q1 		$0 Buy
+30,489
New +$3.69M ﹤0.01% 566

Other funds holding COUP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CFS Investment Advisory Services's COUP Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of Coupa Software Incorporated (COUP) in Q4 2022, closing a stake of 17,640 shares.

CFS Investment Advisory Services first reported a position in COUP in Q1 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 368 funds tracked by Wall St. Rank hold COUP as of Q4 2022.

  • CFS Investment Advisory Services reported no remaining Coupa Software Incorporated position as of Q4 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 17,640 Coupa Software Incorporated shares in Q4 2022.
  • CFS Investment Advisory Services first reported a position in Coupa Software Incorporated in Q1 2022 and held it in 2 quarters.
  • CFS Investment Advisory Services's Coupa Software Incorporated position peaked at $0 in Q3 2022.
  • 368 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.