NewEdge Wealth’s Coupa Software Incorporated COUP Stock Holding History

NewEdge Wealth’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
2021 Q3	–	Sell	-1,306	Closed	-$342K	–	300
2021 Q2	$342K	Hold	1,306	–	–	0.03%	234
2021 Q1	$332K	Buy	+1,306	New	+$412K	0.03%	249

Other funds holding COUP

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

NewEdge Wealth's COUP Position: Q3 2021 in Review

NewEdge Wealth sold out of Coupa Software Incorporated (COUP) in Q3 2021, closing a stake of 1,306 shares — an estimated $342K sold.

NewEdge Wealth first reported a position in COUP in Q1 2021 and held it in 2 quarters. The position peaked at $342K in Q2 2021. 457 funds tracked by Wall St. Rank hold COUP as of Q3 2021.

NewEdge Wealth reported no remaining Coupa Software Incorporated position as of Q3 2021 after selling out during the quarter.
NewEdge Wealth sold 1,306 Coupa Software Incorporated shares in Q3 2021, an estimated $342K.
NewEdge Wealth first reported a position in Coupa Software Incorporated in Q1 2021 and held it in 2 quarters.
NewEdge Wealth's Coupa Software Incorporated position peaked at $342K in Q2 2021.
457 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q3 2021.

Based on NewEdge Wealth's 13F filing for Q3 2021, filed 12 Nov 2021.