OIA
COUP

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

Optimum 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
2019
Q4 		– Sell
-600
Closed -$78K – 1031
2019
Q3 		$78K Buy
600
+100
+20% +$13.8K 0.02% 418
2019
Q2 		$63K Buy
+500
New +$53.6K 0.02% 462

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Optimum Investment Advisors's COUP Position: Q4 2019 in Review

Optimum Investment Advisors sold out of Coupa Software Incorporated (COUP) in Q4 2019, closing a stake of 600 shares — an estimated $78K sold.

Optimum Investment Advisors first reported a position in COUP in Q2 2019 and held it in 2 quarters. The position peaked at $78K in Q3 2019. 326 funds tracked by Wall St. Rank hold COUP as of Q4 2019.

  • Optimum Investment Advisors reported no remaining Coupa Software Incorporated position as of Q4 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 600 Coupa Software Incorporated shares in Q4 2019, an estimated $78K.
  • Optimum Investment Advisors first reported a position in Coupa Software Incorporated in Q2 2019 and held it in 2 quarters.
  • Optimum Investment Advisors's Coupa Software Incorporated position peaked at $78K in Q3 2019.
  • 326 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2019.

Based on Optimum Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.