CVA Family Office’s Coupa Software Incorporated COUP Stock Holding History

CVA Family Office’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	-5	Closed	-$396	–	1020
2022 Q4	$396	Buy	+5	New	+$299	﹤0.01%	913
2022 Q1	–	Sell	-20	Closed	-$3K	–	1010
2021 Q4	$3K	Buy	+20	New	+$4.12K	﹤0.01%	819
2021 Q3	–	Sell	-102	Closed	-$27K	–	938
2021 Q2	$27K	Buy	+102	New	+$25.3K	0.01%	467

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

CVA Family Office's COUP Position: Q1 2023 in Review

CVA Family Office sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 5 shares — an estimated $396 sold.

CVA Family Office first reported a position in COUP in Q2 2021 and held it in 3 quarters. The position peaked at $27K in Q2 2021. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

CVA Family Office reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
CVA Family Office sold 5 Coupa Software Incorporated shares in Q1 2023, an estimated $396.
CVA Family Office first reported a position in Coupa Software Incorporated in Q2 2021 and held it in 3 quarters.
CVA Family Office's Coupa Software Incorporated position peaked at $27K in Q2 2021.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on CVA Family Office's 13F filing for Q1 2023, filed 27 Apr 2023.