IFAM
COUP

Institutional & Family Asset Management’s Coupa Software Incorporated COUP Stock Holding History

Institutional & Family Asset Management’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
-20
Closed -$1.58K – 768
2022
Q4 		$1.58K Hold
20
– – ﹤0.01% 568
2022
Q3 		$1K Buy
20
+15
+300% +$983 ﹤0.01% 696
2022
Q2 		$0 Hold
5
– – ﹤0.01% 825
2022
Q1 		$1K Hold
5
– – ﹤0.01% 753
2021
Q4 		$1K Hold
5
– – ﹤0.01% 782
2021
Q3 		$1K Hold
5
– – ﹤0.01% 895
2021
Q2 		$1K Hold
5
– – ﹤0.01% 933
2021
Q1 		$1K Sell
5
-5
-50% -$1.57K ﹤0.01% 915
2020
Q4 		$3K Buy
+10
New +$3.09K ﹤0.01% 736

Other funds holding COUP

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

Institutional & Family Asset Management's COUP Position: Q1 2023 in Review

Institutional & Family Asset Management sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 20 shares — an estimated $1.58K sold.

Institutional & Family Asset Management first reported a position in COUP in Q4 2020 and held it in 9 quarters. The position peaked at $3K in Q4 2020. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Institutional & Family Asset Management reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 20 Coupa Software Incorporated shares in Q1 2023, an estimated $1.58K.
  • Institutional & Family Asset Management first reported a position in Coupa Software Incorporated in Q4 2020 and held it in 9 quarters.
  • Institutional & Family Asset Management's Coupa Software Incorporated position peaked at $3K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Institutional & Family Asset Management's 13F filing for Q1 2023, filed 9 May 2023.