Kestra Advisory Services’s Coupa Software Incorporated COUP Stock Holding History

Kestra Advisory Services’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
2021 Q4	–	Sell	-2,928	Closed	-$642K	–	2227
2021 Q3	$642K	Sell	2,928 -582	-17%	-$137K	0.01%	1254
2021 Q2	$920K	Buy	3,510 +873	+33%	+$216K	0.01%	989
2021 Q1	$671K	Buy	2,637 +776	+42%	+$245K	0.01%	1050
2020 Q4	$635K	Buy	1,861 +1,839	+8,359%	+$569K	0.01%	1079
2020 Q3	$505K	Buy	+22	New	+$6.42K	0.01%	878

Other funds holding COUP

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kestra Advisory Services's COUP Position: Q4 2021 in Review

Kestra Advisory Services sold out of Coupa Software Incorporated (COUP) in Q4 2021, closing a stake of 2,928 shares — an estimated $642K sold.

Kestra Advisory Services first reported a position in COUP in Q3 2020 and held it in 5 quarters. The position peaked at $920K in Q2 2021. 457 funds tracked by Wall St. Rank hold COUP as of Q4 2021.

Kestra Advisory Services reported no remaining Coupa Software Incorporated position as of Q4 2021 after selling out during the quarter.
Kestra Advisory Services sold 2,928 Coupa Software Incorporated shares in Q4 2021, an estimated $642K.
Kestra Advisory Services first reported a position in Coupa Software Incorporated in Q3 2020 and held it in 5 quarters.
Kestra Advisory Services's Coupa Software Incorporated position peaked at $920K in Q2 2021.
457 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2021.

Based on Kestra Advisory Services's 13F filing for Q4 2021, filed 20 Jan 2022.