Creative Planning’s Coupa Software Incorporated COUP Stock Holding History

Creative Planning’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	-3,414	Closed	-$270K	–	2818
2022 Q4	$270K	Buy	+3,414	New	+$204K	﹤0.01%	1789
2022 Q1	–	Sell	-2,166	Closed	-$342K	–	2467
2021 Q4	$342K	Sell	2,166 -20	-0.9%	-$4.12K	﹤0.01%	1531
2021 Q3	$479K	Buy	2,186 +77	+4%	+$18.1K	﹤0.01%	1331
2021 Q2	$553K	Sell	2,109 -318	-13%	-$78.8K	﹤0.01%	1221
2021 Q1	$618K	Buy	2,427 +76	+3%	+$23.9K	﹤0.01%	1287
2020 Q4	$797K	Buy	2,351 +1,297	+123%	+$401K	﹤0.01%	1058
2020 Q3	$289K	Buy	1,054 +9	+0.9%	+$2.63K	﹤0.01%	1436
2020 Q2	$290K	Buy	+1,045	New	+$210K	﹤0.01%	1326

Other funds holding COUP

FCA

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

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

Creative Planning's COUP Position: Q1 2023 in Review

Creative Planning sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 3,414 shares — an estimated $270K sold.

Creative Planning first reported a position in COUP in Q2 2020 and held it in 8 quarters. The position peaked at $797K in Q4 2020. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

Creative Planning reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
Creative Planning sold 3,414 Coupa Software Incorporated shares in Q1 2023, an estimated $270K.
Creative Planning first reported a position in Coupa Software Incorporated in Q2 2020 and held it in 8 quarters.
Creative Planning's Coupa Software Incorporated position peaked at $797K in Q4 2020.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

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