KPW
COUP

Kore Private Wealth’s Coupa Software Incorporated COUP Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-200
Closed -$55K – 1156
2020
Q2 		$55K Buy
+200
New +$40.3K 0.01% 443

Other funds holding COUP

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DVF
Discovery Value Fund Singapore $34.7M AUM 58.56% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Kore Private Wealth's COUP Position: Q3 2020 in Review

Kore Private Wealth sold out of Coupa Software Incorporated (COUP) in Q3 2020, closing a stake of 200 shares — an estimated $55K sold.

Kore Private Wealth first reported a position in COUP in Q2 2020 and held it in 1 quarter. The position peaked at $55K in Q2 2020. 432 funds tracked by Wall St. Rank hold COUP as of Q3 2020.

  • Kore Private Wealth reported no remaining Coupa Software Incorporated position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 200 Coupa Software Incorporated shares in Q3 2020, an estimated $55K.
  • Kore Private Wealth first reported a position in Coupa Software Incorporated in Q2 2020 and held it in 1 quarter.
  • Kore Private Wealth's Coupa Software Incorporated position peaked at $55K in Q2 2020.
  • 432 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.