KI
COUP

Kula Investments’s Coupa Software Incorporated COUP Stock Holding History

Kula Investments’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
-4,690
Closed -$371K – 920
2022
Q4 		$371K Buy
+4,690
New +$281K 0.11% 304

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

Kula Investments's COUP Position: Q1 2023 in Review

Kula Investments sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 4,690 shares — an estimated $371K sold.

Kula Investments first reported a position in COUP in Q4 2022 and held it in 1 quarter. The position peaked at $371K in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Kula Investments reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Kula Investments sold 4,690 Coupa Software Incorporated shares in Q1 2023, an estimated $371K.
  • Kula Investments first reported a position in Coupa Software Incorporated in Q4 2022 and held it in 1 quarter.
  • Kula Investments's Coupa Software Incorporated position peaked at $371K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.