GM
COUP

GeoWealth Management’s Coupa Software Incorporated COUP Stock Holding History

GeoWealth 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
2022
Q2 		– Sell
-835
Closed -$85K – 419
2022
Q1 		$85K Buy
835
+62
+8% +$7.5K 0.01% 329
2021
Q4 		$122K Buy
773
+123
+19% +$25.3K 0.01% 296
2021
Q3 		$142K Buy
+650
New +$153K 0.01% 305

Other funds holding COUP

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

GeoWealth Management's COUP Position: Q2 2022 in Review

GeoWealth Management sold out of Coupa Software Incorporated (COUP) in Q2 2022, closing a stake of 835 shares — an estimated $85K sold.

GeoWealth Management first reported a position in COUP in Q3 2021 and held it in 3 quarters. The position peaked at $142K in Q3 2021. 355 funds tracked by Wall St. Rank hold COUP as of Q2 2022.

  • GeoWealth Management reported no remaining Coupa Software Incorporated position as of Q2 2022 after selling out during the quarter.
  • GeoWealth Management sold 835 Coupa Software Incorporated shares in Q2 2022, an estimated $85K.
  • GeoWealth Management first reported a position in Coupa Software Incorporated in Q3 2021 and held it in 3 quarters.
  • GeoWealth Management's Coupa Software Incorporated position peaked at $142K in Q3 2021.
  • 355 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q2 2022.

Based on GeoWealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.