EI
COUP

Ethic Inc’s Coupa Software Incorporated COUP Stock Holding History

Ethic 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
-2,726
Closed -$216K – 1020
2022
Q4 		$216K Buy
+2,726
New +$163K 0.01% 810

Other funds holding COUP

FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
IA
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

Ethic Inc's COUP Position: Q1 2023 in Review

Ethic Inc sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 2,726 shares — an estimated $216K sold.

Ethic Inc first reported a position in COUP in Q4 2022 and held it in 1 quarter. The position peaked at $216K in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Ethic Inc reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Ethic Inc sold 2,726 Coupa Software Incorporated shares in Q1 2023, an estimated $216K.
  • Ethic Inc first reported a position in Coupa Software Incorporated in Q4 2022 and held it in 1 quarter.
  • Ethic Inc's Coupa Software Incorporated position peaked at $216K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Ethic Inc's 13F filing for Q1 2023, filed 12 May 2023.