MA
COUP

Montag & Associates’s Coupa Software Incorporated COUP Stock Holding History

Montag & 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
-3
Closed -$238 – 967
2022
Q4 		$238 Hold
3
– – ﹤0.01% 936
2022
Q3 		$0 Hold
3
– – ﹤0.01% 907
2022
Q2 		$0 Hold
3
– – ﹤0.01% 867
2022
Q1 		$0 Sell
3
-163
-98% -$19.7K ﹤0.01% 894
2021
Q4 		$26K Buy
166
+128
+337% +$26.4K ﹤0.01% 652
2021
Q3 		$8K Sell
38
-7
-16% -$1.64K ﹤0.01% 747
2021
Q2 		$12K Sell
45
-3
-6% -$743 ﹤0.01% 717
2021
Q1 		$12K Buy
48
+15
+45% +$4.73K ﹤0.01% 716
2020
Q4 		$11K Buy
+33
New +$10.2K ﹤0.01% 703

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

Montag & Associates's COUP Position: Q1 2023 in Review

Montag & Associates sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 3 shares — an estimated $238 sold.

Montag & Associates first reported a position in COUP in Q4 2020 and held it in 9 quarters. The position peaked at $26K in Q4 2021. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Montag & Associates reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Montag & Associates sold 3 Coupa Software Incorporated shares in Q1 2023, an estimated $238.
  • Montag & Associates first reported a position in Coupa Software Incorporated in Q4 2020 and held it in 9 quarters.
  • Montag & Associates's Coupa Software Incorporated position peaked at $26K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Montag & Associates's 13F filing for Q1 2023, filed 11 May 2023.