GWS
COUP

Glassman Wealth Services’s Coupa Software Incorporated COUP Stock Holding History

Glassman Wealth Services’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
-55
Closed -$4.35K – 2034
2022
Q4 		$4.35K Buy
55
+8
+17% +$479 ﹤0.01% 1058
2022
Q3 		$3K Sell
47
-11
-19% -$721 ﹤0.01% 1173
2022
Q2 		$3K Buy
58
+39
+205% +$3K ﹤0.01% 1183
2022
Q1 		$2K Buy
19
+6
+46% +$726 ﹤0.01% 1299
2021
Q4 		$2K Sell
13
-8
-38% -$1.65K ﹤0.01% 1272
2021
Q3 		$5K Buy
21
+9
+75% +$2.11K ﹤0.01% 998
2021
Q2 		$3K Hold
12
– – ﹤0.01% 1094
2021
Q1 		$3K Buy
12
+1
+9% +$315 ﹤0.01% 1042
2020
Q4 		$4K Hold
11
– – ﹤0.01% 935
2020
Q3 		$3K Hold
11
– – ﹤0.01% 944
2020
Q2 		$3K Buy
11
+8
+267% +$1.61K ﹤0.01% 800
2020
Q1 		$0 Hold
3
– – ﹤0.01% 1684
2019
Q4 		$0 Hold
3
– – ﹤0.01% 1575
2019
Q3 		$0 Hold
3
– – ﹤0.01% 1467
2019
Q2 		$0 Buy
+3
New +$322 ﹤0.01% 1457

Other funds holding COUP

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

Glassman Wealth Services's COUP Position: Q1 2023 in Review

Glassman Wealth Services sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 55 shares — an estimated $4.35K sold.

Glassman Wealth Services first reported a position in COUP in Q2 2019 and held it in 15 quarters. The position peaked at $5K in Q3 2021. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Glassman Wealth Services reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 55 Coupa Software Incorporated shares in Q1 2023, an estimated $4.35K.
  • Glassman Wealth Services first reported a position in Coupa Software Incorporated in Q2 2019 and held it in 15 quarters.
  • Glassman Wealth Services's Coupa Software Incorporated position peaked at $5K in Q3 2021.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Glassman Wealth Services's 13F filing for Q1 2023, filed 4 May 2023.