EWA
COUP

EverSource Wealth Advisors’s Coupa Software Incorporated COUP Stock Holding History

EverSource Wealth Advisors’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
-95
Closed -$7.52K – 2589
2022
Q4 		$7.52K Buy
+95
New +$5.68K ﹤0.01% 1444

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 $8.74B AUM 14.62% 1-Year Est. Return

EverSource Wealth Advisors's COUP Position: Q1 2023 in Review

EverSource Wealth Advisors sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 95 shares — an estimated $7.52K sold.

EverSource Wealth Advisors first reported a position in COUP in Q4 2022 and held it in 1 quarter. The position peaked at $7.52K in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • EverSource Wealth Advisors reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 95 Coupa Software Incorporated shares in Q1 2023, an estimated $7.52K.
  • EverSource Wealth Advisors first reported a position in Coupa Software Incorporated in Q4 2022 and held it in 1 quarter.
  • EverSource Wealth Advisors's Coupa Software Incorporated position peaked at $7.52K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on EverSource Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.