MLA
COUP

MB, Levis & Associates’s Coupa Software Incorporated COUP Stock Holding History

MB, Levis & Associates’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
2023
Q1 		– Sell
-11
Closed -$871 – 283
2022
Q4 		$871 Buy
+11
New +$658 ﹤0.01% 237

Other funds holding COUP

FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

MB, Levis & Associates's COUP Position: Q1 2023 in Review

MB, Levis & Associates sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 11 shares — an estimated $871 sold.

MB, Levis & Associates first reported a position in COUP in Q4 2022 and held it in 1 quarter. The position peaked at $871 in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • MB, Levis & Associates reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • MB, Levis & Associates sold 11 Coupa Software Incorporated shares in Q1 2023, an estimated $871.
  • MB, Levis & Associates first reported a position in Coupa Software Incorporated in Q4 2022 and held it in 1 quarter.
  • MB, Levis & Associates's Coupa Software Incorporated position peaked at $871 in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on MB, Levis & Associates's 13F filing for Q1 2023, filed 7 May 2025.