Osaic Holdings
COUP

Osaic Holdings’s Coupa Software Incorporated COUP Stock Holding History

Osaic Holdings’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
Q2 		– Sell
-4
Closed -$11K – 6425
2020
Q1 		$11K Buy
+4
New +$619 ﹤0.01% 4971

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 $9.54B AUM 19.86% 1-Year Est. Return

Osaic Holdings's COUP Position: Q1 2023 in Review

Osaic Holdings sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 2,649 shares — an estimated $209K sold.

Osaic Holdings first reported a position in COUP in Q1 2020 and held it in 12 quarters. The position peaked at $3.82M in Q2 2020. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Osaic Holdings reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Osaic Holdings sold 2,649 Coupa Software Incorporated shares in Q1 2023, an estimated $209K.
  • Osaic Holdings first reported a position in Coupa Software Incorporated in Q1 2020 and held it in 12 quarters.
  • Osaic Holdings's Coupa Software Incorporated position peaked at $3.82M in Q2 2020.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Osaic Holdings's 13F filing for Q1 2023, filed 12 May 2023.