LWM
COUP

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

Lyell 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
2022
Q2 		– Sell
-3,068
Closed -$312K – 203
2022
Q1 		$312K Sell
3,068
-4,832
-61% -$585K 0.04% 168
2021
Q4 		$1.25M Sell
7,900
-3,262
-29% -$672K 0.14% 97
2021
Q3 		$2.45M Sell
11,162
-794
-7% -$186K 0.3% 80
2021
Q2 		$3.13M Sell
11,956
-2,211
-16% -$548K 0.39% 76
2021
Q1 		$3.6M Sell
14,167
-2,076
-13% -$654K 0.53% 68
2020
Q4 		$5.5M Buy
16,243
+321
+2% +$99.3K 0.88% 48
2020
Q3 		$4.37M Buy
15,922
+3,268
+26% +$953K 0.82% 50
2020
Q2 		$3.51M Buy
+12,654
New +$2.55M 0.77% 54

Other funds holding COUP

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Lyell Wealth Management's COUP Position: Q2 2022 in Review

Lyell Wealth Management sold out of Coupa Software Incorporated (COUP) in Q2 2022, closing a stake of 3,068 shares — an estimated $312K sold.

Lyell Wealth Management first reported a position in COUP in Q2 2020 and held it in 8 quarters. The position peaked at $5.5M in Q4 2020. 355 funds tracked by Wall St. Rank hold COUP as of Q2 2022.

  • Lyell Wealth Management reported no remaining Coupa Software Incorporated position as of Q2 2022 after selling out during the quarter.
  • Lyell Wealth Management sold 3,068 Coupa Software Incorporated shares in Q2 2022, an estimated $312K.
  • Lyell Wealth Management first reported a position in Coupa Software Incorporated in Q2 2020 and held it in 8 quarters.
  • Lyell Wealth Management's Coupa Software Incorporated position peaked at $5.5M in Q4 2020.
  • 355 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q2 2022.

Based on Lyell Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.