PFBT
COUP

Parkside Financial Bank & Trust’s Coupa Software Incorporated COUP Stock Holding History

Parkside Financial Bank & Trust’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
-75
Closed -$5.94K – 2132
2022
Q4 		$5.94K Buy
75
+33
+79% +$1.97K ﹤0.01% 1250
2022
Q3 		$2K Sell
42
-48
-53% -$3.15K ﹤0.01% 1624
2022
Q2 		$5K Buy
90
+80
+800% +$6.17K ﹤0.01% 1281
2022
Q1 		$1K Sell
10
-1
-9% -$121 ﹤0.01% 1813
2021
Q4 		$2K Sell
11
-3
-21% -$618 ﹤0.01% 1689
2021
Q3 		$3K Buy
14
+8
+133% +$1.88K ﹤0.01% 1496
2021
Q2 		$2K Hold
6
– – ﹤0.01% 1599
2021
Q1 		$2K Hold
6
– – ﹤0.01% 1558
2020
Q4 		$2K Buy
6
+3
+100% +$928 ﹤0.01% 1475
2020
Q3 		$1K Buy
+3
New +$875 ﹤0.01% 1477

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

Parkside Financial Bank & Trust's COUP Position: Q1 2023 in Review

Parkside Financial Bank & Trust sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 75 shares — an estimated $5.94K sold.

Parkside Financial Bank & Trust first reported a position in COUP in Q3 2020 and held it in 10 quarters. The position peaked at $5.94K in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Parkside Financial Bank & Trust reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 75 Coupa Software Incorporated shares in Q1 2023, an estimated $5.94K.
  • Parkside Financial Bank & Trust first reported a position in Coupa Software Incorporated in Q3 2020 and held it in 10 quarters.
  • Parkside Financial Bank & Trust's Coupa Software Incorporated position peaked at $5.94K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2023, filed 4 May 2023.