LFA
COUP

Legacy Financial Advisors’s Coupa Software Incorporated COUP Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-85
Closed -$8K – 969
2019
Q1 		$8K Buy
+85
New +$7.28K ﹤0.01% 679

Other funds holding COUP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Legacy Financial Advisors's COUP Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Coupa Software Incorporated (COUP) in Q2 2019, closing a stake of 85 shares — an estimated $8K sold.

Legacy Financial Advisors first reported a position in COUP in Q1 2019 and held it in 1 quarter. The position peaked at $8K in Q1 2019. 316 funds tracked by Wall St. Rank hold COUP as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Coupa Software Incorporated position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 85 Coupa Software Incorporated shares in Q2 2019, an estimated $8K.
  • Legacy Financial Advisors first reported a position in Coupa Software Incorporated in Q1 2019 and held it in 1 quarter.
  • Legacy Financial Advisors's Coupa Software Incorporated position peaked at $8K in Q1 2019.
  • 316 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.