MAWCM
COUP

Mine & Arao Wealth Creation & Management’s Coupa Software Incorporated COUP Stock Holding History

Mine & Arao Wealth Creation & 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
2023
Q1 		– Sell
-450
Closed -$35.6K – 336
2022
Q4 		$35.6K Hold
450
– – 0.03% 152
2022
Q3 		$26K Hold
450
– – 0.02% 167
2022
Q2 		$26K Sell
450
-50
-10% -$3.85K 0.02% 177
2022
Q1 		$51K Sell
500
-50
-9% -$6.05K 0.03% 141
2021
Q4 		$87K Buy
550
+150
+38% +$30.9K 0.05% 122
2021
Q3 		$88K Hold
400
– – 0.05% 110
2021
Q2 		$105K Hold
400
– – 0.06% 102
2021
Q1 		$102K Hold
400
– – 0.07% 102
2020
Q4 		$136K Hold
400
– – 0.1% 81
2020
Q3 		$110K Sell
400
-50
-11% -$14.6K 0.09% 78
2020
Q2 		$125K Hold
450
– – 0.12% 66
2020
Q1 		$63K Hold
450
– – 0.07% 96
2019
Q4 		$66K Buy
+450
New +$64.2K 0.06% 111

Other funds holding COUP

FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's COUP Position: Q1 2023 in Review

Mine & Arao Wealth Creation & Management sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 450 shares — an estimated $35.6K sold.

Mine & Arao Wealth Creation & Management first reported a position in COUP in Q4 2019 and held it in 13 quarters. The position peaked at $136K in Q4 2020. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Mine & Arao Wealth Creation & Management reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 450 Coupa Software Incorporated shares in Q1 2023, an estimated $35.6K.
  • Mine & Arao Wealth Creation & Management first reported a position in Coupa Software Incorporated in Q4 2019 and held it in 13 quarters.
  • Mine & Arao Wealth Creation & Management's Coupa Software Incorporated position peaked at $136K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q1 2023, filed 10 May 2023.