HSBC Holdings’s Coupa Software Incorporated COUP Stock Holding History

HSBC Holdings’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	-9,700	Closed	-$767K	–	3250
2022 Q4	$767K	Hold	9,700	–	–	﹤0.01%	2097
2022 Q3	$582K	Hold	9,700	–	–	﹤0.01%	2097
2022 Q2	$557K	Hold	9,700	–	–	﹤0.01%	2266
2022 Q1	$1M	Hold	9,700	–	–	﹤0.01%	1942
2021 Q4	$1.55M	Hold	9,700	–	–	﹤0.01%	1799
2021 Q3	$2.13M	Buy	+9,700	New	+$2.28M	﹤0.01%	1504

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

HSBC Holdings's COUP Position: Q1 2023 in Review

HSBC Holdings sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 262,466 shares — an estimated $20.7M sold.

HSBC Holdings first reported a position in COUP in Q4 2017 and held it in 17 quarters. The position peaked at $23.6M in Q4 2021. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

HSBC Holdings reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
HSBC Holdings sold 262,466 Coupa Software Incorporated shares in Q1 2023, an estimated $20.7M.
HSBC Holdings first reported a position in Coupa Software Incorporated in Q4 2017 and held it in 17 quarters.
HSBC Holdings's Coupa Software Incorporated position peaked at $23.6M in Q4 2021.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on HSBC Holdings's 13F filing for Q1 2023, filed 15 May 2023.