CWS
COUP

Confluence Wealth Services’s Coupa Software Incorporated COUP Stock Holding History

Confluence Wealth 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
Q1 		– Sell
-32
Closed -$5K – 1269
2021
Q4 		$5K Buy
+32
New +$6.59K ﹤0.01% 1068

Other funds holding COUP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Confluence Wealth Services's COUP Position: Q1 2022 in Review

Confluence Wealth Services sold out of Coupa Software Incorporated (COUP) in Q1 2022, closing a stake of 32 shares — an estimated $5K sold.

Confluence Wealth Services first reported a position in COUP in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 404 funds tracked by Wall St. Rank hold COUP as of Q1 2022.

  • Confluence Wealth Services reported no remaining Coupa Software Incorporated position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 32 Coupa Software Incorporated shares in Q1 2022, an estimated $5K.
  • Confluence Wealth Services first reported a position in Coupa Software Incorporated in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Coupa Software Incorporated position peaked at $5K in Q4 2021.
  • 404 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.