LWA
COUP

Lenox Wealth Advisors’s Coupa Software Incorporated COUP Stock Holding History

Lenox Wealth 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
2020
Q3 		– Sell
-100
Closed -$28K – 666
2020
Q2 		$28K Buy
+100
New +$20.1K ﹤0.01% 242

Other funds holding COUP

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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
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

Lenox Wealth Advisors's COUP Position: Q3 2020 in Review

Lenox Wealth Advisors sold out of Coupa Software Incorporated (COUP) in Q3 2020, closing a stake of 100 shares — an estimated $28K sold.

Lenox Wealth Advisors first reported a position in COUP in Q2 2020 and held it in 1 quarter. The position peaked at $28K in Q2 2020. 432 funds tracked by Wall St. Rank hold COUP as of Q3 2020.

  • Lenox Wealth Advisors reported no remaining Coupa Software Incorporated position as of Q3 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 100 Coupa Software Incorporated shares in Q3 2020, an estimated $28K.
  • Lenox Wealth Advisors first reported a position in Coupa Software Incorporated in Q2 2020 and held it in 1 quarter.
  • Lenox Wealth Advisors's Coupa Software Incorporated position peaked at $28K in Q2 2020.
  • 432 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q3 2020.

Based on Lenox Wealth Advisors's 13F filing for Q3 2020, filed 7 Oct 2020.