CFA
COUP

Compass Financial Advisors’s Coupa Software Incorporated COUP Stock Holding History

Compass Financial Advisors’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
-2,632
Closed -$267K – 139
2022
Q1 		$267K Buy
+2,632
New +$319K 0.3% 114

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
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

Compass Financial Advisors's COUP Position: Q2 2022 in Review

Compass Financial Advisors sold out of Coupa Software Incorporated (COUP) in Q2 2022, closing a stake of 2,632 shares — an estimated $267K sold.

Compass Financial Advisors first reported a position in COUP in Q1 2022 and held it in 1 quarter. The position peaked at $267K in Q1 2022. 355 funds tracked by Wall St. Rank hold COUP as of Q2 2022.

  • Compass Financial Advisors reported no remaining Coupa Software Incorporated position as of Q2 2022 after selling out during the quarter.
  • Compass Financial Advisors sold 2,632 Coupa Software Incorporated shares in Q2 2022, an estimated $267K.
  • Compass Financial Advisors first reported a position in Coupa Software Incorporated in Q1 2022 and held it in 1 quarter.
  • Compass Financial Advisors's Coupa Software Incorporated position peaked at $267K in Q1 2022.
  • 355 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q2 2022.

Based on Compass Financial Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.