Commonwealth Equity Services
COUP

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return