PWPS
COUP

Pinnacle Wealth Planning Services’s Coupa Software Incorporated COUP Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-41
Closed -$14K – 2149
2020
Q4 		$14K Buy
+41
New +$12.7K ﹤0.01% 1295

Other funds holding COUP

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Pinnacle Wealth Planning Services's COUP Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Coupa Software Incorporated (COUP) in Q1 2021, closing a stake of 41 shares — an estimated $14K sold.

Pinnacle Wealth Planning Services first reported a position in COUP in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 481 funds tracked by Wall St. Rank hold COUP as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Coupa Software Incorporated position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 41 Coupa Software Incorporated shares in Q1 2021, an estimated $14K.
  • Pinnacle Wealth Planning Services first reported a position in Coupa Software Incorporated in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Coupa Software Incorporated position peaked at $14K in Q4 2020.
  • 481 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.