Harel Insurance Investments & Financial Services’s Coupa Software Incorporated COUP Stock Holding History

Harel Insurance Investments & Financial 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	-244	Closed	-$19K	–	747
2022 Q4	$19K	Buy	+244	New	+$14.6K	﹤0.01%	576
2021 Q2	–	Sell	-666	Closed	-$566K	–	896
2021 Q1	$566K	Buy	666 +64	+11%	+$20.2K	0.01%	484
2020 Q4	$656K	Hold	602	–	–	0.02%	322
2020 Q3	$165K	Buy	+602	New	+$176K	0.01%	327

Other funds holding COUP

FCA

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

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

Harel Insurance Investments & Financial Services's COUP Position: Q1 2023 in Review

Harel Insurance Investments & Financial Services sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 244 shares — an estimated $19K sold.

Harel Insurance Investments & Financial Services first reported a position in COUP in Q3 2020 and held it in 4 quarters. The position peaked at $656K in Q4 2020. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

Harel Insurance Investments & Financial Services reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 244 Coupa Software Incorporated shares in Q1 2023, an estimated $19K.
Harel Insurance Investments & Financial Services first reported a position in Coupa Software Incorporated in Q3 2020 and held it in 4 quarters.
Harel Insurance Investments & Financial Services's Coupa Software Incorporated position peaked at $656K in Q4 2020.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2023, filed 2 May 2023.