Nisa Investment Advisors
COUP

Nisa Investment Advisors’s Coupa Software Incorporated COUP Stock Holding History

Nisa Investment 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
-6,300
Closed -$499K – 2806
2022
Q4 		$499K Hold
6,300
– – ﹤0.01% 1117
2022
Q3 		$370K Hold
6,300
– – ﹤0.01% 1126
2022
Q2 		$360K Buy
6,300
+6,185
+5,378% +$477K ﹤0.01% 1158
2022
Q1 		$12K Sell
115
-13,600
-99% -$1.65M ﹤0.01% 2176
2021
Q4 		$1.84M Buy
13,715
+13,100
+2,130% +$2.7M 0.01% 662
2021
Q3 		$135 Hold
615
– – ﹤0.01% 1564
2021
Q2 		$161 Hold
615
– – ﹤0.01% 1481
2021
Q1 		$157 Sell
615
-400
-39% -$126K ﹤0.01% 1563
2020
Q4 		$344K Buy
1,015
+400
+65% +$124K ﹤0.01% 1283
2020
Q3 		$169K Hold
615
– – ﹤0.01% 1365
2020
Q2 		$170K Sell
615
-200
-25% -$40.3K ﹤0.01% 1325
2020
Q1 		$114K Buy
815
+500
+159% +$77.4K ﹤0.01% 1334
2019
Q4 		$46K Buy
315
+200
+174% +$28.6K ﹤0.01% 1541
2019
Q3 		$15K Sell
115
-290
-72% -$40.1K ﹤0.01% 1689
2019
Q2 		$51K Buy
405
+115
+40% +$12.3K ﹤0.01% 1510
2019
Q1 		$26K Hold
290
– – ﹤0.01% 1593
2018
Q4 		$18K Sell
290
-26,151
-99% -$1.65M ﹤0.01% 1537
2018
Q3 		$2.09M Buy
+26,441
New +$1.84M 0.02% 643

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

Nisa Investment Advisors's COUP Position: Q1 2023 in Review

Nisa Investment Advisors sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 6,300 shares — an estimated $499K sold.

Nisa Investment Advisors first reported a position in COUP in Q3 2018 and held it in 18 quarters. The position peaked at $2.09M in Q3 2018. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Nisa Investment Advisors reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Nisa Investment Advisors sold 6,300 Coupa Software Incorporated shares in Q1 2023, an estimated $499K.
  • Nisa Investment Advisors first reported a position in Coupa Software Incorporated in Q3 2018 and held it in 18 quarters.
  • Nisa Investment Advisors's Coupa Software Incorporated position peaked at $2.09M in Q3 2018.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Nisa Investment Advisors's 13F filing for Q1 2023, filed 2 May 2023.