HWA
COUP

Heritage Wealth Advisors’s Coupa Software Incorporated COUP Stock Holding History

Heritage Wealth Advisors’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
2022
Q3 		– Sell
-720
Closed -$41K – 582
2022
Q2 		$41K Buy
+720
New +$55.5K ﹤0.01% 344

Other funds holding COUP

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Heritage Wealth Advisors's COUP Position: Q3 2022 in Review

Heritage Wealth Advisors sold out of Coupa Software Incorporated (COUP) in Q3 2022, closing a stake of 720 shares — an estimated $41K sold.

Heritage Wealth Advisors first reported a position in COUP in Q2 2022 and held it in 1 quarter. The position peaked at $41K in Q2 2022. 357 funds tracked by Wall St. Rank hold COUP as of Q3 2022.

  • Heritage Wealth Advisors reported no remaining Coupa Software Incorporated position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Advisors sold 720 Coupa Software Incorporated shares in Q3 2022, an estimated $41K.
  • Heritage Wealth Advisors first reported a position in Coupa Software Incorporated in Q2 2022 and held it in 1 quarter.
  • Heritage Wealth Advisors's Coupa Software Incorporated position peaked at $41K in Q2 2022.
  • 357 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q3 2022.

Based on Heritage Wealth Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.