HFM
COUP

Hartford Financial Management’s Coupa Software Incorporated COUP Stock Holding History

Hartford Financial Management’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
-40
Closed -$3.17K – 389
2022
Q4 		$3.17K Hold
40
– – ﹤0.01% 325
2022
Q3 		$2K Hold
40
– – ﹤0.01% 365
2022
Q2 		$2K Hold
40
– – ﹤0.01% 370
2022
Q1 		$4K Hold
40
– – ﹤0.01% 347
2021
Q4 		$6K Hold
40
– – ﹤0.01% 315
2021
Q3 		$9K Hold
40
– – ﹤0.01% 300
2021
Q2 		$10K Hold
40
– – ﹤0.01% 296
2021
Q1 		$10K Hold
40
– – ﹤0.01% 305
2020
Q4 		$14K Buy
+40
New +$12.4K ﹤0.01% 268

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

Hartford Financial Management's COUP Position: Q1 2023 in Review

Hartford Financial Management sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 40 shares — an estimated $3.17K sold.

Hartford Financial Management first reported a position in COUP in Q4 2020 and held it in 9 quarters. The position peaked at $14K in Q4 2020. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Hartford Financial Management reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Hartford Financial Management sold 40 Coupa Software Incorporated shares in Q1 2023, an estimated $3.17K.
  • Hartford Financial Management first reported a position in Coupa Software Incorporated in Q4 2020 and held it in 9 quarters.
  • Hartford Financial Management's Coupa Software Incorporated position peaked at $14K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Hartford Financial Management's 13F filing for Q1 2023, filed 25 Apr 2023.