Fuller & Thaler Asset Management
COUP

Fuller & Thaler Asset Management’s Coupa Software Incorporated COUP Stock Holding History

Fuller & Thaler Asset Management’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
-19
Closed -$2K – 553
2022
Q4 		$2K Sell
19
-193,525
-100% -$11.6M ﹤0.01% 505
2022
Q3 		$11.4M Buy
+193,544
New +$12.7M 0.08% 190

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

Fuller & Thaler Asset Management's COUP Position: Q1 2023 in Review

Fuller & Thaler Asset Management sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 19 shares — an estimated $2K sold.

Fuller & Thaler Asset Management first reported a position in COUP in Q3 2022 and held it in 2 quarters. The position peaked at $11.4M in Q3 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Fuller & Thaler Asset Management reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Fuller & Thaler Asset Management sold 19 Coupa Software Incorporated shares in Q1 2023, an estimated $2K.
  • Fuller & Thaler Asset Management first reported a position in Coupa Software Incorporated in Q3 2022 and held it in 2 quarters.
  • Fuller & Thaler Asset Management's Coupa Software Incorporated position peaked at $11.4M in Q3 2022.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Fuller & Thaler Asset Management's 13F filing for Q1 2023, filed 15 May 2023.