NWS
COUP

Newport Wealth Strategies’s Coupa Software Incorporated COUP Stock Holding History

Newport Wealth Strategies’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
2020
Q1 		– Sell
-2,035
Closed -$337K – 108
2019
Q4 		$337K Buy
+2,035
New +$291K 0.25% 75

Other funds holding COUP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Newport Wealth Strategies's COUP Position: Q1 2020 in Review

Newport Wealth Strategies sold out of Coupa Software Incorporated (COUP) in Q1 2020, closing a stake of 2,035 shares — an estimated $337K sold.

Newport Wealth Strategies first reported a position in COUP in Q4 2019 and held it in 1 quarter. The position peaked at $337K in Q4 2019. 342 funds tracked by Wall St. Rank hold COUP as of Q1 2020.

  • Newport Wealth Strategies reported no remaining Coupa Software Incorporated position as of Q1 2020 after selling out during the quarter.
  • Newport Wealth Strategies sold 2,035 Coupa Software Incorporated shares in Q1 2020, an estimated $337K.
  • Newport Wealth Strategies first reported a position in Coupa Software Incorporated in Q4 2019 and held it in 1 quarter.
  • Newport Wealth Strategies's Coupa Software Incorporated position peaked at $337K in Q4 2019.
  • 342 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2020.

Based on Newport Wealth Strategies's 13F filing for Q1 2020, filed 16 Apr 2020.