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COUP

NewEdge Advisors’s Coupa Software Incorporated COUP Stock Holding History

NewEdge 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
2023
Q1 		– Sell
-37
Closed -$2.61K – 4336
2022
Q4 		$2.61K Buy
+37
New +$2.21K ﹤0.01% 2775

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 $8.74B AUM 14.62% 1-Year Est. Return

NewEdge Advisors's COUP Position: Q1 2023 in Review

NewEdge Advisors sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 37 shares — an estimated $2.61K sold.

NewEdge Advisors first reported a position in COUP in Q4 2022 and held it in 1 quarter. The position peaked at $2.61K in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • NewEdge Advisors reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • NewEdge Advisors sold 37 Coupa Software Incorporated shares in Q1 2023, an estimated $2.61K.
  • NewEdge Advisors first reported a position in Coupa Software Incorporated in Q4 2022 and held it in 1 quarter.
  • NewEdge Advisors's Coupa Software Incorporated position peaked at $2.61K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.