IFP Advisors’s Coupa Software Incorporated COUP Stock Holding History

IFP 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
2023 Q2	–	Sell	-21	Closed	-$1.14K	–	3613
2023 Q1	$1.14K	Sell	21 -47	-69%	-$3.75K	﹤0.01%	3061
2022 Q4	$5K	Sell	68 -11	-14%	-$658	﹤0.01%	3840
2022 Q3	$7K	Sell	79 -4	-5%	-$262	﹤0.01%	3902
2022 Q2	$7K	Hold	83	–	–	﹤0.01%	3648
2022 Q1	$7K	Buy	83 +70	+538%	+$8.47K	﹤0.01%	3647
2021 Q4	$4K	Sell	13 -186	-93%	-$38.3K	﹤0.01%	2617
2021 Q3	$76K	Buy	199 +78	+64%	+$18.3K	﹤0.01%	1414
2021 Q2	$31K	Buy	121 +2	+2%	+$495	﹤0.01%	1736
2021 Q1	$31K	Buy	119 +29	+32%	+$9.14K	﹤0.01%	1656
2020 Q4	$23K	Sell	90 -2	-2%	-$618	﹤0.01%	1746
2020 Q3	$27K	Sell	92 -21	-19%	-$6.13K	﹤0.01%	1529
2020 Q2	$32K	Sell	113 -54	-32%	-$10.9K	﹤0.01%	1405
2020 Q1	$15K	Buy	167 +133	+391%	+$20.6K	﹤0.01%	1622
2019 Q4	$5K	Buy	+34	New	+$4.85K	﹤0.01%	2210

Other funds holding COUP

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

IFP Advisors's COUP Position: Q2 2023 in Review

IFP Advisors sold out of Coupa Software Incorporated (COUP) in Q2 2023, closing a stake of 21 shares — an estimated $1.14K sold.

IFP Advisors first reported a position in COUP in Q4 2019 and held it in 14 quarters. The position peaked at $76K in Q3 2021. 1 fund tracked by Wall St. Rank holds COUP as of Q2 2023.

IFP Advisors reported no remaining Coupa Software Incorporated position as of Q2 2023 after selling out during the quarter.
IFP Advisors sold 21 Coupa Software Incorporated shares in Q2 2023, an estimated $1.14K.
IFP Advisors first reported a position in Coupa Software Incorporated in Q4 2019 and held it in 14 quarters.
IFP Advisors's Coupa Software Incorporated position peaked at $76K in Q3 2021.
1 fund tracked by Wall St. Rank held Coupa Software Incorporated as of Q2 2023.

Based on IFP Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.