Janney Montgomery Scott
COUP

Janney Montgomery Scott’s Coupa Software Incorporated COUP Stock Holding History

Janney Montgomery Scott’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
-8,448
Closed -$669K – 2732
2022
Q4 		$669K Sell
8,448
-2,559
-23% -$153K ﹤0.01% 1582
2022
Q3 		$647K Buy
+11,007
New +$721K ﹤0.01% 1532
2021
Q2 		– Sell
-1,156
Closed -$294K – 2322
2021
Q1 		$294K Sell
1,156
-868
-43% -$273K ﹤0.01% 1865
2020
Q4 		$686K Buy
+2,024
New +$626K ﹤0.01% 1384

Other funds holding COUP

FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Janney Montgomery Scott's COUP Position: Q1 2023 in Review

Janney Montgomery Scott sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 8,448 shares — an estimated $669K sold.

Janney Montgomery Scott first reported a position in COUP in Q4 2020 and held it in 4 quarters. The position peaked at $686K in Q4 2020. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Janney Montgomery Scott reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 8,448 Coupa Software Incorporated shares in Q1 2023, an estimated $669K.
  • Janney Montgomery Scott first reported a position in Coupa Software Incorporated in Q4 2020 and held it in 4 quarters.
  • Janney Montgomery Scott's Coupa Software Incorporated position peaked at $686K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Janney Montgomery Scott's 13F filing for Q1 2023, filed 28 Apr 2023.