LWM
COUP

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

Liberty 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
Q4 		– Sell
-39
Closed -$9K – 1183
2021
Q3 		$9K Buy
39
+1
+3% +$235 ﹤0.01% 852
2021
Q2 		$10K Hold
38
– – ﹤0.01% 659
2021
Q1 		$12K Hold
38
– – 0.01% 564
2020
Q4 		$12K Hold
38
– – 0.01% 559
2020
Q3 		$10K Hold
38
– – 0.01% 528
2020
Q2 		$11K Buy
+38
New +$7.65K 0.01% 482

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Liberty Wealth Management's COUP Position: Q4 2021 in Review

Liberty Wealth Management sold out of Coupa Software Incorporated (COUP) in Q4 2021, closing a stake of 39 shares — an estimated $9K sold.

Liberty Wealth Management first reported a position in COUP in Q2 2020 and held it in 6 quarters. The position peaked at $12K in Q1 2021. 457 funds tracked by Wall St. Rank hold COUP as of Q4 2021.

  • Liberty Wealth Management reported no remaining Coupa Software Incorporated position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 39 Coupa Software Incorporated shares in Q4 2021, an estimated $9K.
  • Liberty Wealth Management first reported a position in Coupa Software Incorporated in Q2 2020 and held it in 6 quarters.
  • Liberty Wealth Management's Coupa Software Incorporated position peaked at $12K in Q1 2021.
  • 457 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.