FGIM
COUP

First Growth Investment Manager’s Coupa Software Incorporated COUP Stock Holding History

First Growth Investment Manager’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
-9,250
Closed -$732K – 32
2022
Q4 		$732K Sell
9,250
-13,729
-60% -$821K 1.6% 22
2022
Q3 		$1.35M Buy
22,979
+500
+2% +$32.8K 2.14% 19
2022
Q2 		$1.28M Buy
22,479
+354
+2% +$27.3K 1.66% 22
2022
Q1 		$2.25M Buy
22,125
+3,500
+19% +$424K 1.64% 21
2021
Q4 		$2.94M Buy
18,625
+1,500
+9% +$309K 1.52% 17
2021
Q3 		$3.75M Buy
17,125
+250
+1% +$58.7K 1.37% 24
2021
Q2 		$4.42M Buy
16,875
+925
+6% +$229K 1.62% 23
2021
Q1 		$4.06M Sell
15,950
-50
-0.3% -$15.8K 1.39% 31
2020
Q4 		$5.42M Buy
+16,000
New +$4.95M 3.81% 16

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

First Growth Investment Manager's COUP Position: Q1 2023 in Review

First Growth Investment Manager sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 9,250 shares — an estimated $732K sold.

First Growth Investment Manager first reported a position in COUP in Q4 2020 and held it in 9 quarters. The position peaked at $5.42M in Q4 2020. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • First Growth Investment Manager reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • First Growth Investment Manager sold 9,250 Coupa Software Incorporated shares in Q1 2023, an estimated $732K.
  • First Growth Investment Manager first reported a position in Coupa Software Incorporated in Q4 2020 and held it in 9 quarters.
  • First Growth Investment Manager's Coupa Software Incorporated position peaked at $5.42M in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on First Growth Investment Manager's 13F filing for Q1 2023, filed 11 May 2023.