First Bank & Trust’s Coupa Software Incorporated COUP Stock Holding History

First Bank & Trust’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	-2,748	Closed	-$218K	–	201
2022 Q4	$218K	Sell	2,748 -5,838	-68%	-$349K	0.06%	174
2022 Q3	$505K	Buy	8,586 +1,632	+23%	+$107K	0.19%	98
2022 Q2	$397K	Buy	6,954 +1,552	+29%	+$120K	0.13%	109
2022 Q1	$549K	Buy	5,402 +2,518	+87%	+$305K	0.17%	93
2021 Q4	$456K	Buy	+2,884	New	+$594K	0.19%	103

Other funds holding COUP

FCA

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

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

First Bank & Trust's COUP Position: Q1 2023 in Review

First Bank & Trust sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 2,748 shares — an estimated $218K sold.

First Bank & Trust first reported a position in COUP in Q4 2021 and held it in 5 quarters. The position peaked at $549K in Q1 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

First Bank & Trust reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
First Bank & Trust sold 2,748 Coupa Software Incorporated shares in Q1 2023, an estimated $218K.
First Bank & Trust first reported a position in Coupa Software Incorporated in Q4 2021 and held it in 5 quarters.
First Bank & Trust's Coupa Software Incorporated position peaked at $549K in Q1 2022.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on First Bank & Trust's 13F filing for Q1 2023, filed 25 Apr 2023.