MCC
COUP

Money Concepts Capital’s Coupa Software Incorporated COUP Stock Holding History

Money Concepts Capital’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
-68
Closed -$5.38K – 3208
2022
Q4 		$5.38K Buy
68
+61
+871% +$3.65K ﹤0.01% 2313
2022
Q3 		$0 Hold
7
– – ﹤0.01% 1700
2022
Q2 		$0 Sell
7
-65
-90% -$5.01K ﹤0.01% 2790
2022
Q1 		$7K Buy
+72
New +$8.71K ﹤0.01% 2102
2021
Q1 		– Sell
-1,105
Closed -$374K – 779
2020
Q4 		$374K Buy
+1,105
New +$342K 0.03% 331

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

Money Concepts Capital's COUP Position: Q1 2023 in Review

Money Concepts Capital sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 68 shares — an estimated $5.38K sold.

Money Concepts Capital first reported a position in COUP in Q4 2020 and held it in 5 quarters. The position peaked at $374K in Q4 2020. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Money Concepts Capital reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 68 Coupa Software Incorporated shares in Q1 2023, an estimated $5.38K.
  • Money Concepts Capital first reported a position in Coupa Software Incorporated in Q4 2020 and held it in 5 quarters.
  • Money Concepts Capital's Coupa Software Incorporated position peaked at $374K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.