Corient Private Wealth
COUP

Corient Private Wealth’s Coupa Software Incorporated COUP Stock Holding History

Corient Private Wealth’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
-2,943
Closed -$233K – 2071
2022
Q4 		$233K Buy
+2,943
New +$176K ﹤0.01% 1437

Other funds holding COUP

FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Corient Private Wealth's COUP Position: Q1 2023 in Review

Corient Private Wealth sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 2,943 shares — an estimated $233K sold.

Corient Private Wealth first reported a position in COUP in Q4 2022 and held it in 1 quarter. The position peaked at $233K in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Corient Private Wealth reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Corient Private Wealth sold 2,943 Coupa Software Incorporated shares in Q1 2023, an estimated $233K.
  • Corient Private Wealth first reported a position in Coupa Software Incorporated in Q4 2022 and held it in 1 quarter.
  • Corient Private Wealth's Coupa Software Incorporated position peaked at $233K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Corient Private Wealth's 13F filing for Q1 2023, filed 15 May 2023.