Global Wealth Management Investment Advisory’s Coupa Software Incorporated COUP Stock Holding History

Global Wealth Management Investment Advisory’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
2020 Q3	–	Sell	-140	Closed	-$39K	–	660
2020 Q2	$39K	Sell	140 -10	-7%	-$2.01K	0.02%	213
2020 Q1	$21K	Hold	150	–	–	0.01%	254
2019 Q4	$22K	Hold	150	–	–	0.01%	262
2019 Q3	$19K	Hold	150	–	–	0.01%	257
2019 Q2	$19K	Hold	150	–	–	0.01%	285
2019 Q1	$14K	Sell	150 -50	-25%	-$4.29K	0.01%	343
2018 Q4	$13K	Buy	+200	New	+$12.7K	0.01%	352

Other funds holding COUP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DVF

Discovery Value Fund Singapore $34.7M AUM 58.56% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Global Wealth Management Investment Advisory's COUP Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Coupa Software Incorporated (COUP) in Q3 2020, closing a stake of 140 shares — an estimated $39K sold.

Global Wealth Management Investment Advisory first reported a position in COUP in Q4 2018 and held it in 7 quarters. The position peaked at $39K in Q2 2020. 432 funds tracked by Wall St. Rank hold COUP as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining Coupa Software Incorporated position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 140 Coupa Software Incorporated shares in Q3 2020, an estimated $39K.
Global Wealth Management Investment Advisory first reported a position in Coupa Software Incorporated in Q4 2018 and held it in 7 quarters.
Global Wealth Management Investment Advisory's Coupa Software Incorporated position peaked at $39K in Q2 2020.
432 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.