CIA
COUP

CSat Investment Advisory’s Coupa Software Incorporated COUP Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-221
Closed -$61K – 1021
2020
Q3 		$61K Buy
221
+18
+9% +$5.25K 0.01% 645
2020
Q2 		$56K Sell
203
-18
-8% -$3.63K 0.01% 664
2020
Q1 		$31K Buy
221
+33
+18% +$5.11K 0.01% 650
2019
Q4 		$27K Buy
188
+22
+13% +$3.14K 0.01% 719
2019
Q3 		$22K Buy
166
+30
+22% +$4.15K 0.01% 694
2019
Q2 		$17K Buy
+136
New +$14.6K 0.01% 729

Other funds holding COUP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DVF
Discovery Value Fund Singapore $34.7M AUM 58.56% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CSat Investment Advisory's COUP Position: Q4 2020 in Review

CSat Investment Advisory sold out of Coupa Software Incorporated (COUP) in Q4 2020, closing a stake of 221 shares — an estimated $61K sold.

CSat Investment Advisory first reported a position in COUP in Q2 2019 and held it in 6 quarters. The position peaked at $61K in Q3 2020. 511 funds tracked by Wall St. Rank hold COUP as of Q4 2020.

  • CSat Investment Advisory reported no remaining Coupa Software Incorporated position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 221 Coupa Software Incorporated shares in Q4 2020, an estimated $61K.
  • CSat Investment Advisory first reported a position in Coupa Software Incorporated in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Coupa Software Incorporated position peaked at $61K in Q3 2020.
  • 511 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.