Commonwealth Equity Services’s Coupa Software Incorporated COUP Stock Holding History

Commonwealth Equity 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 Q2	–	Sell	-2,447	Closed	-$248K	–	3845
2022 Q1	$248K	Sell	2,447 -181	-7%	-$21.9K	﹤0.01%	3126
2021 Q4	$415K	Sell	2,628 -67	-2%	-$13.8K	﹤0.01%	2685
2021 Q3	$590K	Buy	2,695 +224	+9%	+$52.6K	﹤0.01%	2347
2021 Q2	$647K	Buy	2,471 +343	+16%	+$85K	﹤0.01%	2261
2021 Q1	$541K	Buy	2,128 +271	+15%	+$85.4K	﹤0.01%	2272
2020 Q4	$629K	Buy	1,857 +410	+28%	+$127K	﹤0.01%	1990
2020 Q3	$396K	Buy	1,447 +43	+3%	+$12.5K	﹤0.01%	2142
2020 Q2	$388K	Buy	+1,404	New	+$283K	﹤0.01%	2079
2019 Q4	–	Sell	-1,978	Closed	-$256K	–	2964
2019 Q3	$256K	Buy	+1,978	New	+$274K	﹤0.01%	2372

Other funds holding COUP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

ESCM

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

Commonwealth Equity Services's COUP Position: Q2 2022 in Review

Commonwealth Equity Services sold out of Coupa Software Incorporated (COUP) in Q2 2022, closing a stake of 2,447 shares — an estimated $248K sold.

Commonwealth Equity Services first reported a position in COUP in Q3 2019 and held it in 9 quarters. The position peaked at $647K in Q2 2021. 355 funds tracked by Wall St. Rank hold COUP as of Q2 2022.

Commonwealth Equity Services reported no remaining Coupa Software Incorporated position as of Q2 2022 after selling out during the quarter.
Commonwealth Equity Services sold 2,447 Coupa Software Incorporated shares in Q2 2022, an estimated $248K.
Commonwealth Equity Services first reported a position in Coupa Software Incorporated in Q3 2019 and held it in 9 quarters.
Commonwealth Equity Services's Coupa Software Incorporated position peaked at $647K in Q2 2021.
355 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q2 2022.

Based on Commonwealth Equity Services's 13F filing for Q2 2022, filed 19 Jul 2022.