FP
COUP

Fiduciary Planning’s Coupa Software Incorporated COUP Stock Holding History

Fiduciary Planning’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
2021
Q2 		– Sell
-10
Closed -$3K – 286
2021
Q1 		$3K Buy
+10
New +$3.15K ﹤0.01% 226

Other funds holding COUP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Fiduciary Planning's COUP Position: Q2 2021 in Review

Fiduciary Planning sold out of Coupa Software Incorporated (COUP) in Q2 2021, closing a stake of 10 shares — an estimated $3K sold.

Fiduciary Planning first reported a position in COUP in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 473 funds tracked by Wall St. Rank hold COUP as of Q2 2021.

  • Fiduciary Planning reported no remaining Coupa Software Incorporated position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 10 Coupa Software Incorporated shares in Q2 2021, an estimated $3K.
  • Fiduciary Planning first reported a position in Coupa Software Incorporated in Q1 2021 and held it in 1 quarter.
  • Fiduciary Planning's Coupa Software Incorporated position peaked at $3K in Q1 2021.
  • 473 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.