Northwestern Mutual Wealth Management
COUP

Northwestern Mutual Wealth Management’s Coupa Software Incorporated COUP Stock Holding History

Northwestern Mutual Wealth Management’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
-83
Closed -$6.57K – 3658
2022
Q4 		$6.57K Sell
83
-46
-36% -$2.75K ﹤0.01% 2645
2022
Q3 		$8K Sell
129
-326
-72% -$21.4K ﹤0.01% 2555
2022
Q2 		$26K Buy
455
+66
+17% +$5.09K ﹤0.01% 2142
2022
Q1 		$39K Sell
389
-37
-9% -$4.48K ﹤0.01% 2059
2021
Q4 		$67K Sell
426
-34
-7% -$7K ﹤0.01% 1873
2021
Q3 		$101K Buy
460
+71
+18% +$16.7K ﹤0.01% 1629
2021
Q2 		$102K Buy
389
+234
+151% +$58K ﹤0.01% 1582
2021
Q1 		$39K Buy
155
+69
+80% +$21.7K ﹤0.01% 1829
2020
Q4 		$29K Sell
86
-18
-17% -$5.57K ﹤0.01% 1832
2020
Q3 		$29K Buy
104
+36
+53% +$10.5K ﹤0.01% 1683
2020
Q2 		$19K Sell
68
-6
-8% -$1.21K ﹤0.01% 1734
2020
Q1 		$10K Buy
+74
New +$11.4K ﹤0.01% 1905
2019
Q3 		– Sell
-60
Closed -$8K – 2748
2019
Q2 		$8K Buy
+60
New +$6.44K ﹤0.01% 2031
2018
Q1 		– Sell
-38
Closed -$1K – 2477
2017
Q4 		$1K Buy
+38
New +$1.29K ﹤0.01% 2263

Other funds holding COUP

FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Northwestern Mutual Wealth Management's COUP Position: Q1 2023 in Review

Northwestern Mutual Wealth Management sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 83 shares — an estimated $6.57K sold.

Northwestern Mutual Wealth Management first reported a position in COUP in Q4 2017 and held it in 14 quarters. The position peaked at $102K in Q2 2021. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Northwestern Mutual Wealth Management reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 83 Coupa Software Incorporated shares in Q1 2023, an estimated $6.57K.
  • Northwestern Mutual Wealth Management first reported a position in Coupa Software Incorporated in Q4 2017 and held it in 14 quarters.
  • Northwestern Mutual Wealth Management's Coupa Software Incorporated position peaked at $102K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.