EI
COUP

Ellevest Inc’s Coupa Software Incorporated COUP Stock Holding History

Ellevest Inc’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
-319
Closed -$25.3K – 2117
2022
Q4 		$25.3K Buy
319
+170
+114% +$10.2K ﹤0.01% 790
2022
Q3 		$9K Buy
149
+20
+16% +$1.31K ﹤0.01% 1057
2022
Q2 		$7K Buy
+129
New +$9.94K ﹤0.01% 963
2022
Q1 		– Sell
-9
Closed -$1K – 1706
2021
Q4 		$1K Buy
+9
New +$1.85K ﹤0.01% 1365
2020
Q4 		– Sell
-318
Closed -$87K – 1410
2020
Q3 		$87K Buy
318
+259
+439% +$75.5K 0.02% 294
2020
Q2 		$16K Buy
59
+20
+51% +$4.03K ﹤0.01% 528
2020
Q1 		$5K Buy
39
+9
+30% +$1.39K ﹤0.01% 657
2019
Q4 		$4K Buy
+30
New +$4.28K ﹤0.01% 630

Other funds holding COUP

FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Ellevest Inc's COUP Position: Q1 2023 in Review

Ellevest Inc sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 319 shares — an estimated $25.3K sold.

Ellevest Inc first reported a position in COUP in Q4 2019 and held it in 8 quarters. The position peaked at $87K in Q3 2020. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Ellevest Inc reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Ellevest Inc sold 319 Coupa Software Incorporated shares in Q1 2023, an estimated $25.3K.
  • Ellevest Inc first reported a position in Coupa Software Incorporated in Q4 2019 and held it in 8 quarters.
  • Ellevest Inc's Coupa Software Incorporated position peaked at $87K in Q3 2020.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.