HighTower Advisors’s Coupa Software Incorporated COUP Stock Holding History

HighTower 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 Q1	–	Sell	-1,301	Closed	-$203K	–	3760
2021 Q4	$203K	Sell	1,301 -3,034	-70%	-$625K	﹤0.01%	2770
2021 Q3	$949K	Buy	4,335 +1,220	+39%	+$287K	﹤0.01%	1685
2021 Q2	$819K	Sell	3,115 -2,946	-49%	-$730K	﹤0.01%	1762
2021 Q1	$1.54M	Buy	6,061 +3,050	+101%	+$961K	﹤0.01%	1289
2020 Q4	$1.02M	Buy	3,011 +2,022	+204%	+$625K	﹤0.01%	1252
2020 Q3	$272K	Sell	989 -998	-50%	-$291K	﹤0.01%	1890
2020 Q2	$551K	Buy	+1,987	New	+$400K	﹤0.01%	1409
2020 Q1	–	Sell	-1,360	Closed	-$200K	–	2566
2019 Q4	$200K	Sell	1,360 -903	-40%	-$129K	﹤0.01%	1975
2019 Q3	$294K	Sell	2,263 -1,772	-44%	-$245K	﹤0.01%	1803
2019 Q2	$506K	Buy	+4,035	New	+$433K	﹤0.01%	1506
2019 Q1	–	Sell	-4,839	Closed	-$305K	–	2461
2018 Q4	$305K	Sell	4,839 -4,086	-46%	-$258K	﹤0.01%	1595
2018 Q3	$709K	Buy	8,925 +1,678	+23%	+$117K	0.01%	1290
2018 Q2	$450K	Buy	+7,247	New	+$385K	﹤0.01%	1495

Other funds holding COUP

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

JSP

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

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

HighTower Advisors's COUP Position: Q1 2022 in Review

HighTower Advisors sold out of Coupa Software Incorporated (COUP) in Q1 2022, closing a stake of 1,301 shares — an estimated $203K sold.

HighTower Advisors first reported a position in COUP in Q2 2018 and held it in 13 quarters. The position peaked at $1.54M in Q1 2021. 403 funds tracked by Wall St. Rank hold COUP as of Q1 2022.

HighTower Advisors reported no remaining Coupa Software Incorporated position as of Q1 2022 after selling out during the quarter.
HighTower Advisors sold 1,301 Coupa Software Incorporated shares in Q1 2022, an estimated $203K.
HighTower Advisors first reported a position in Coupa Software Incorporated in Q2 2018 and held it in 13 quarters.
HighTower Advisors's Coupa Software Incorporated position peaked at $1.54M in Q1 2021.
403 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2022.

Based on HighTower Advisors's 13F filing for Q1 2022, filed 12 May 2022.