KWM
COUP

Kingsview Wealth Management’s Coupa Software Incorporated COUP Stock Holding History

Kingsview Wealth 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
2021
Q3 		– Sell
-948
Closed -$249K – 1030
2021
Q2 		$249K Buy
948
+75
+9% +$18.6K 0.01% 760
2021
Q1 		$229K Sell
873
-200
-19% -$63K 0.01% 729
2020
Q4 		$364K Buy
+1,073
New +$332K 0.03% 514

Other funds holding COUP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Kingsview Wealth Management's COUP Position: Q3 2021 in Review

Kingsview Wealth Management sold out of Coupa Software Incorporated (COUP) in Q3 2021, closing a stake of 948 shares — an estimated $249K sold.

Kingsview Wealth Management first reported a position in COUP in Q4 2020 and held it in 3 quarters. The position peaked at $364K in Q4 2020. 457 funds tracked by Wall St. Rank hold COUP as of Q3 2021.

  • Kingsview Wealth Management reported no remaining Coupa Software Incorporated position as of Q3 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 948 Coupa Software Incorporated shares in Q3 2021, an estimated $249K.
  • Kingsview Wealth Management first reported a position in Coupa Software Incorporated in Q4 2020 and held it in 3 quarters.
  • Kingsview Wealth Management's Coupa Software Incorporated position peaked at $364K in Q4 2020.
  • 457 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q3 2021.

Based on Kingsview Wealth Management's 13F filing for Q3 2021, filed 3 Dec 2021.