LWCFA
COUP

Loring Wolcott & Coolidge Fiduciary Advisors’s Coupa Software Incorporated COUP Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q4 		– Sell
-7
Closed -$2K – 781
2021
Q3 		$2K Hold
7
– – ﹤0.01% 726
2021
Q2 		$2K Buy
+7
New +$1.73K ﹤0.01% 913

Other funds holding COUP

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's COUP Position: Q4 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Coupa Software Incorporated (COUP) in Q4 2021, closing a stake of 7 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in COUP in Q2 2021 and held it in 2 quarters. The position peaked at $2K in Q3 2021. 457 funds tracked by Wall St. Rank hold COUP as of Q4 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Coupa Software Incorporated position as of Q4 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 7 Coupa Software Incorporated shares in Q4 2021, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Coupa Software Incorporated in Q2 2021 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Coupa Software Incorporated position peaked at $2K in Q3 2021.
  • 457 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.