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

HHM 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 Q4	–	Sell	-200	Closed	-$12K	–	752
2022 Q3	$12K	Hold	200	–	–	﹤0.01%	418
2022 Q2	$11K	Hold	200	–	–	﹤0.01%	529
2022 Q1	$20K	Hold	200	–	–	﹤0.01%	438
2021 Q4	$32K	Hold	200	–	–	0.01%	361
2021 Q3	$44K	Sell	200 -18	-8%	-$4.23K	0.01%	314
2021 Q2	$57K	Buy	218 +18	+9%	+$4.46K	0.02%	284
2021 Q1	$51K	Hold	200	–	–	0.02%	276
2020 Q4	$68K	Buy	+200	New	+$61.8K	0.02%	224

Other funds holding COUP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HHM Wealth Advisors's COUP Position: Q4 2022 in Review

HHM Wealth Advisors sold out of Coupa Software Incorporated (COUP) in Q4 2022, closing a stake of 200 shares — an estimated $12K sold.

HHM Wealth Advisors first reported a position in COUP in Q4 2020 and held it in 8 quarters. The position peaked at $68K in Q4 2020. 368 funds tracked by Wall St. Rank hold COUP as of Q4 2022.

HHM Wealth Advisors reported no remaining Coupa Software Incorporated position as of Q4 2022 after selling out during the quarter.
HHM Wealth Advisors sold 200 Coupa Software Incorporated shares in Q4 2022, an estimated $12K.
HHM Wealth Advisors first reported a position in Coupa Software Incorporated in Q4 2020 and held it in 8 quarters.
HHM Wealth Advisors's Coupa Software Incorporated position peaked at $68K in Q4 2020.
368 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2022.

Based on HHM Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.