CWM
COUP

Curi Wealth Management’s Coupa Software Incorporated COUP Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-21
Closed -$1K – 742
2022
Q2 		$1K Hold
21
– – ﹤0.01% 610
2022
Q1 		$2K Hold
21
– – ﹤0.01% 466
2021
Q4 		$3K Buy
+21
New +$4.32K ﹤0.01% 408

Other funds holding COUP

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
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Curi Wealth Management's COUP Position: Q3 2022 in Review

Curi Wealth Management sold out of Coupa Software Incorporated (COUP) in Q3 2022, closing a stake of 21 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in COUP in Q4 2021 and held it in 3 quarters. The position peaked at $3K in Q4 2021. 357 funds tracked by Wall St. Rank hold COUP as of Q3 2022.

  • Curi Wealth Management reported no remaining Coupa Software Incorporated position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 21 Coupa Software Incorporated shares in Q3 2022, an estimated $1K.
  • Curi Wealth Management first reported a position in Coupa Software Incorporated in Q4 2021 and held it in 3 quarters.
  • Curi Wealth Management's Coupa Software Incorporated position peaked at $3K in Q4 2021.
  • 357 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.