Covestor’s Coupa Software Incorporated COUP Stock Holding History

Covestor’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	-121	Closed	-$10K	–	2782
2022 Q4	$10K	Hold	121	–	–	0.01%	1352
2022 Q3	$7K	Sell	121 -1	-0.8%	-$66	0.01%	1423
2022 Q2	$7K	Buy	122 +52	+74%	+$4.01K	0.01%	1342
2022 Q1	$7K	Buy	70 +27	+63%	+$3.27K	﹤0.01%	1434
2021 Q4	$7K	Buy	+43	New	+$8.85K	0.01%	1197

Other funds holding COUP

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Covestor's COUP Position: Q1 2023 in Review

Covestor sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 121 shares — an estimated $10K sold.

Covestor first reported a position in COUP in Q4 2021 and held it in 5 quarters. The position peaked at $10K in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

Covestor reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
Covestor sold 121 Coupa Software Incorporated shares in Q1 2023, an estimated $10K.
Covestor first reported a position in Coupa Software Incorporated in Q4 2021 and held it in 5 quarters.
Covestor's Coupa Software Incorporated position peaked at $10K in Q4 2022.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Covestor's 13F filing for Q1 2023, filed 15 May 2023.