PWS
COUP

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

Paragon 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
2023
Q1 		– Sell
-26
Closed -$2.06K – 253
2022
Q4 		$2.06K Buy
+26
New +$1.56K ﹤0.01% 194

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

Paragon Wealth Strategies's COUP Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 26 shares — an estimated $2.06K sold.

Paragon Wealth Strategies first reported a position in COUP in Q4 2022 and held it in 1 quarter. The position peaked at $2.06K in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 26 Coupa Software Incorporated shares in Q1 2023, an estimated $2.06K.
  • Paragon Wealth Strategies first reported a position in Coupa Software Incorporated in Q4 2022 and held it in 1 quarter.
  • Paragon Wealth Strategies's Coupa Software Incorporated position peaked at $2.06K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.