EW
COUP

Evoke Wealth’s Coupa Software Incorporated COUP Stock Holding History

Evoke Wealth’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
-3,242
Closed -$257K – 381
2022
Q4 		$257K Buy
3,242
+30
+0.9% +$1.79K 0.01% 306
2022
Q3 		$189K Hold
3,212
– – 0.01% 334
2022
Q2 		$183K Hold
3,212
– – 0.01% 322
2022
Q1 		$326K Sell
3,212
-11
-0.3% -$1.33K 0.01% 279
2021
Q4 		$509K Hold
3,223
– – 0.02% 237
2021
Q3 		$706K Hold
3,223
– – 0.03% 199
2021
Q2 		$845K Hold
3,223
– – 0.03% 191
2021
Q1 		$820K Sell
3,223
-69
-2% -$21.7K 0.04% 165
2020
Q4 		$1.12M Buy
3,292
+69
+2% +$21.3K 0.08% 87
2020
Q3 		$884K Hold
3,223
– – 0.07% 96
2020
Q2 		$893K Buy
3,223
+11
+0.3% +$2.21K 0.09% 72
2020
Q1 		$449K Buy
+3,212
New +$497K 0.06% 107
2019
Q4 		– Sell
-3,212
Closed -$416K – 1514
2019
Q3 		$416K Buy
+3,212
New +$445K 0.05% 163

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

Evoke Wealth's COUP Position: Q1 2023 in Review

Evoke Wealth sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 3,242 shares — an estimated $257K sold.

Evoke Wealth first reported a position in COUP in Q3 2019 and held it in 13 quarters. The position peaked at $1.12M in Q4 2020. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Evoke Wealth reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Evoke Wealth sold 3,242 Coupa Software Incorporated shares in Q1 2023, an estimated $257K.
  • Evoke Wealth first reported a position in Coupa Software Incorporated in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Coupa Software Incorporated position peaked at $1.12M in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Evoke Wealth's 13F filing for Q1 2023, filed 8 May 2023.