Harbour Investments’s Coupa Software Incorporated COUP Stock Holding History

Harbour Investments’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	-2	Closed	-$158	–	3117
2022 Q4	$158	Hold	2	–	–	﹤0.01%	2889
2022 Q3	$0	Hold	2	–	–	﹤0.01%	2885
2022 Q2	$0	Buy	+2	New	+$154	﹤0.01%	2885
2021 Q4	$0	Sell	2 -20	-91%	-$4.12K	﹤0.01%	3930
2021 Q3	$5K	Sell	22 -1,372	-98%	-$322K	﹤0.01%	3040
2021 Q2	$365K	Buy	1,394 +24	+2%	+$5.95K	0.01%	800
2021 Q1	$349K	Buy	+1,370	New	+$432K	0.01%	740

Other funds holding COUP

FCA

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

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

Harbour Investments's COUP Position: Q1 2023 in Review

Harbour Investments sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 2 shares — an estimated $158 sold.

Harbour Investments first reported a position in COUP in Q1 2021 and held it in 7 quarters. The position peaked at $365K in Q2 2021. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

Harbour Investments reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
Harbour Investments sold 2 Coupa Software Incorporated shares in Q1 2023, an estimated $158.
Harbour Investments first reported a position in Coupa Software Incorporated in Q1 2021 and held it in 7 quarters.
Harbour Investments's Coupa Software Incorporated position peaked at $365K in Q2 2021.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Harbour Investments's 13F filing for Q1 2023, filed 15 May 2023.