PWM
COUP

Perigon Wealth Management’s Coupa Software Incorporated COUP Stock Holding History

Perigon Wealth Management’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
2018
Q2 		– Sell
-100
Closed -$5K – 642
2018
Q1 		$5K Hold
100
– – ﹤0.01% 561
2017
Q4 		$3K Hold
100
– – ﹤0.01% 566
2017
Q3 		$3K Buy
+100
New +$3.05K ﹤0.01% 596

Other funds holding COUP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BPV
Battery Partners VIII Boston, Massachusetts $121M AUM 101.35% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Perigon Wealth Management's COUP Position: Q2 2018 in Review

Perigon Wealth Management sold out of Coupa Software Incorporated (COUP) in Q2 2018, closing a stake of 100 shares — an estimated $5K sold.

Perigon Wealth Management first reported a position in COUP in Q3 2017 and held it in 3 quarters. The position peaked at $5K in Q1 2018. 189 funds tracked by Wall St. Rank hold COUP as of Q2 2018.

  • Perigon Wealth Management reported no remaining Coupa Software Incorporated position as of Q2 2018 after selling out during the quarter.
  • Perigon Wealth Management sold 100 Coupa Software Incorporated shares in Q2 2018, an estimated $5K.
  • Perigon Wealth Management first reported a position in Coupa Software Incorporated in Q3 2017 and held it in 3 quarters.
  • Perigon Wealth Management's Coupa Software Incorporated position peaked at $5K in Q1 2018.
  • 189 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q2 2018.

Based on Perigon Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.