GRP
COUP

Global Retirement Partners’s Coupa Software Incorporated COUP Stock Holding History

Global Retirement Partners’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
-4
Closed -$317 – 3384
2022
Q4 		$317 Buy
+4
New +$239 ﹤0.01% 2858
2021
Q4 		– Sell
-88
Closed -$19K – 1971
2021
Q3 		$19K Buy
88
+14
+19% +$3.29K ﹤0.01% 1231
2021
Q2 		$19K Buy
74
+16
+28% +$3.96K ﹤0.01% 1210
2021
Q1 		$15K Buy
58
+5
+9% +$1.57K ﹤0.01% 1196
2020
Q4 		$18K Hold
53
– – ﹤0.01% 1075
2020
Q3 		$15K Buy
53
+3
+6% +$875 ﹤0.01% 1030
2020
Q2 		$14K Hold
50
– – ﹤0.01% 1026
2020
Q1 		$7K Hold
50
– – ﹤0.01% 1148
2019
Q4 		$7K Hold
50
– – ﹤0.01% 1268
2019
Q3 		$6K Hold
50
– – ﹤0.01% 1278
2019
Q2 		$6K Buy
+50
New +$5.37K ﹤0.01% 1263

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

Global Retirement Partners's COUP Position: Q1 2023 in Review

Global Retirement Partners sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 4 shares — an estimated $317 sold.

Global Retirement Partners first reported a position in COUP in Q2 2019 and held it in 11 quarters. The position peaked at $19K in Q3 2021. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Global Retirement Partners reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Global Retirement Partners sold 4 Coupa Software Incorporated shares in Q1 2023, an estimated $317.
  • Global Retirement Partners first reported a position in Coupa Software Incorporated in Q2 2019 and held it in 11 quarters.
  • Global Retirement Partners's Coupa Software Incorporated position peaked at $19K in Q3 2021.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Global Retirement Partners's 13F filing for Q1 2023, filed 8 May 2023.