CI Investments Inc
COUP

CI Investments Inc’s Coupa Software Incorporated COUP Stock Holding History

CI Investments Inc’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
-4
Closed – – 1377
2022
Q4 		$0 Hold
4
– – ﹤0.01% 1419
2022
Q3 		$0 Hold
4
– – ﹤0.01% 1408
2022
Q2 		$0 Buy
+4
New +$308 ﹤0.01% 1471
2022
Q1 		– Sell
-9
Closed -$1K – 1492
2021
Q4 		$1K Hold
9
– – ﹤0.01% 1255
2021
Q3 		$2K Buy
+9
New +$2.11K ﹤0.01% 1181
2021
Q2 		– Sell
-2,478
Closed -$631K – 1108
2021
Q1 		$631K Buy
+2,478
New +$781K ﹤0.01% 485
2020
Q4 		– Sell
-982
Closed -$269K – 1053
2020
Q3 		$269K Sell
982
-246
-20% -$71.8K ﹤0.01% 525
2020
Q2 		$340K Sell
1,228
-6,921
-85% -$1.39M ﹤0.01% 439
2020
Q1 		$1.14M Hold
8,149
– – 0.01% 343
2019
Q4 		$1.19M Sell
8,149
-8,729
-52% -$1.25M 0.01% 356
2019
Q3 		$2.19M Buy
+16,878
New +$2.34M 0.01% 319

Other funds holding COUP

FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

CI Investments Inc's COUP Position: Q1 2023 in Review

CI Investments Inc sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 4 shares.

CI Investments Inc first reported a position in COUP in Q3 2019 and held it in 11 quarters. The position peaked at $2.19M in Q3 2019. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • CI Investments Inc reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • CI Investments Inc sold 4 Coupa Software Incorporated shares in Q1 2023.
  • CI Investments Inc first reported a position in Coupa Software Incorporated in Q3 2019 and held it in 11 quarters.
  • CI Investments Inc's Coupa Software Incorporated position peaked at $2.19M in Q3 2019.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on CI Investments Inc's 13F filing for Q1 2023, filed 12 May 2023.