Crewe Advisors’s Coupa Software Incorporated COUP Stock Holding History

Crewe 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
2023 Q1	–	Sell	-19	Closed	-$1.5K	–	1067
2022 Q4	$1.5K	Hold	19	–	–	﹤0.01%	876
2022 Q3	$1K	Hold	19	–	–	﹤0.01%	1240
2022 Q2	$1K	Buy	+19	New	+$1.46K	﹤0.01%	1130
2020 Q4	–	Sell	-3	Closed	-$1K	–	664
2020 Q3	$1K	Buy	+3	New	+$875	﹤0.01%	619

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

Crewe Advisors's COUP Position: Q1 2023 in Review

Crewe Advisors sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 19 shares — an estimated $1.5K sold.

Crewe Advisors first reported a position in COUP in Q3 2020 and held it in 4 quarters. The position peaked at $1.5K in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

Crewe Advisors reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
Crewe Advisors sold 19 Coupa Software Incorporated shares in Q1 2023, an estimated $1.5K.
Crewe Advisors first reported a position in Coupa Software Incorporated in Q3 2020 and held it in 4 quarters.
Crewe Advisors's Coupa Software Incorporated position peaked at $1.5K in Q4 2022.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Crewe Advisors's 13F filing for Q1 2023, filed 12 May 2023.