Chicago Partners Investment Group’s Coupa Software Incorporated COUP Stock Holding History

Chicago Partners Investment Group’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	-5,610	Closed	-$449K	–	697
2022 Q4	$449K	Sell	5,610 -37	-0.7%	-$2.21K	0.03%	401
2022 Q3	$241K	Buy	5,647 +37	+0.7%	+$2.42K	0.02%	484
2022 Q2	$367K	Hold	5,610	–	–	0.03%	399
2022 Q1	$365K	Hold	5,610	–	–	0.03%	381
2021 Q4	$733K	Buy	+5,610	New	+$1.16M	0.05%	274

Other funds holding COUP

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

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

Chicago Partners Investment Group's COUP Position: Q1 2023 in Review

Chicago Partners Investment Group sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 5,610 shares — an estimated $449K sold.

Chicago Partners Investment Group first reported a position in COUP in Q4 2021 and held it in 5 quarters. The position peaked at $733K in Q4 2021. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

Chicago Partners Investment Group reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
Chicago Partners Investment Group sold 5,610 Coupa Software Incorporated shares in Q1 2023, an estimated $449K.
Chicago Partners Investment Group first reported a position in Coupa Software Incorporated in Q4 2021 and held it in 5 quarters.
Chicago Partners Investment Group's Coupa Software Incorporated position peaked at $733K in Q4 2021.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Chicago Partners Investment Group's 13F filing for Q1 2023, filed 26 Apr 2023.