MWA
COUP

Moser Wealth Advisors’s Coupa Software Incorporated COUP Stock Holding History

Moser Wealth Advisors’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
Q4 		– Sell
-120
Closed -$7K – 158
2022
Q3 		$7K Hold
120
– – 0.01% 116
2022
Q2 		$7K Hold
120
– – 0.01% 114
2022
Q1 		$12K Buy
120
+50
+71% +$6.05K 0.01% 108
2021
Q4 		$11K Buy
70
+30
+75% +$6.18K 0.01% 114
2021
Q3 		$9K Hold
40
– – 0.01% 118
2021
Q2 		$10K Hold
40
– – 0.01% 114
2021
Q1 		$10K Hold
40
– – 0.01% 107
2020
Q4 		$14K Buy
40
+20
+100% +$6.18K 0.01% 101
2020
Q3 		$5K Buy
+20
New +$5.83K ﹤0.01% 113

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
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Moser Wealth Advisors's COUP Position: Q4 2022 in Review

Moser Wealth Advisors sold out of Coupa Software Incorporated (COUP) in Q4 2022, closing a stake of 120 shares — an estimated $7K sold.

Moser Wealth Advisors first reported a position in COUP in Q3 2020 and held it in 9 quarters. The position peaked at $14K in Q4 2020. 368 funds tracked by Wall St. Rank hold COUP as of Q4 2022.

  • Moser Wealth Advisors reported no remaining Coupa Software Incorporated position as of Q4 2022 after selling out during the quarter.
  • Moser Wealth Advisors sold 120 Coupa Software Incorporated shares in Q4 2022, an estimated $7K.
  • Moser Wealth Advisors first reported a position in Coupa Software Incorporated in Q3 2020 and held it in 9 quarters.
  • Moser Wealth Advisors's Coupa Software Incorporated position peaked at $14K in Q4 2020.
  • 368 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2022.

Based on Moser Wealth Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.