Patriot Financial Group Insurance Agency’s Coupa Software Incorporated COUP Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q1	–	Sell	-14	Closed	-$2K	–	2297
2021 Q4	$2K	Hold	14	–	–	﹤0.01%	1994
2021 Q3	$3K	Hold	14	–	–	﹤0.01%	1896
2021 Q2	$4K	Hold	14	–	–	﹤0.01%	1746
2021 Q1	$4K	Sell	14 -41	-75%	-$12.9K	﹤0.01%	1659
2020 Q4	$19K	Hold	55	–	–	﹤0.01%	1007
2020 Q3	$15K	Hold	55	–	–	﹤0.01%	909
2020 Q2	$15K	Buy	55 +2	+4%	+$403	0.01%	844
2020 Q1	$7K	Buy	53 +50	+1,667%	+$7.74K	﹤0.01%	994
2019 Q4	$0	Buy	+3	New	+$428	﹤0.01%	1484
2019 Q3	–	Sell	-300	Closed	-$40K	–	1505
2019 Q2	$40K	Buy	+300	New	+$32.2K	0.02%	473

Other funds holding COUP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Patriot Financial Group Insurance Agency's COUP Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of Coupa Software Incorporated (COUP) in Q1 2022, closing a stake of 14 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in COUP in Q2 2019 and held it in 10 quarters. The position peaked at $40K in Q2 2019. 404 funds tracked by Wall St. Rank hold COUP as of Q1 2022.

Patriot Financial Group Insurance Agency reported no remaining Coupa Software Incorporated position as of Q1 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 14 Coupa Software Incorporated shares in Q1 2022, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in Coupa Software Incorporated in Q2 2019 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Coupa Software Incorporated position peaked at $40K in Q2 2019.
404 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.