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

Darwin 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 Q2	–	Sell	-4,567	Closed	-$464K	–	185
2022 Q1	$464K	Buy	4,567 +1,691	+59%	+$205K	0.08%	123
2021 Q4	$379K	Buy	2,876 +1,298	+82%	+$267K	0.06%	132
2021 Q3	$346K	Buy	1,578 +541	+52%	+$127K	0.06%	132
2021 Q2	$272K	Buy	+1,037	New	+$257K	0.04%	148
2020 Q4	–	Sell	-9,202	Closed	-$2.52M	–	181
2020 Q3	$2.52M	Buy	+9,202	New	+$2.68M	0.55%	59
2020 Q2	–	Sell	-100	Closed	-$13K	–	847
2020 Q1	$13K	Buy	+100	New	+$15.5K	﹤0.01%	434

Other funds holding COUP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Darwin Wealth Management's COUP Position: Q2 2022 in Review

Darwin Wealth Management sold out of Coupa Software Incorporated (COUP) in Q2 2022, closing a stake of 4,567 shares — an estimated $464K sold.

Darwin Wealth Management first reported a position in COUP in Q1 2020 and held it in 6 quarters. The position peaked at $2.52M in Q3 2020. 355 funds tracked by Wall St. Rank hold COUP as of Q2 2022.

Darwin Wealth Management reported no remaining Coupa Software Incorporated position as of Q2 2022 after selling out during the quarter.
Darwin Wealth Management sold 4,567 Coupa Software Incorporated shares in Q2 2022, an estimated $464K.
Darwin Wealth Management first reported a position in Coupa Software Incorporated in Q1 2020 and held it in 6 quarters.
Darwin Wealth Management's Coupa Software Incorporated position peaked at $2.52M in Q3 2020.
355 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q2 2022.

Based on Darwin Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.