PAG
COUP

Private Advisor Group’s Coupa Software Incorporated COUP Stock Holding History

Private Advisor Group’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
Q4 		– Sell
-1,961
Closed -$430K – 2221
2021
Q3 		$430K Buy
1,961
+1,078
+122% +$253K ﹤0.01% 1582
2021
Q2 		$232K Sell
883
-136
-13% -$33.7K ﹤0.01% 1758
2021
Q1 		$259K Sell
1,019
-80
-7% -$25.2K ﹤0.01% 1625
2020
Q4 		$372K Buy
+1,099
New +$340K ﹤0.01% 1363
2020
Q3 		– Sell
-20
Closed -$6K – 3708
2020
Q2 		$6K Buy
+20
New +$4.03K ﹤0.01% 3198

Other funds holding COUP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Private Advisor Group's COUP Position: Q4 2021 in Review

Private Advisor Group sold out of Coupa Software Incorporated (COUP) in Q4 2021, closing a stake of 1,961 shares — an estimated $430K sold.

Private Advisor Group first reported a position in COUP in Q2 2020 and held it in 5 quarters. The position peaked at $430K in Q3 2021. 457 funds tracked by Wall St. Rank hold COUP as of Q4 2021.

  • Private Advisor Group reported no remaining Coupa Software Incorporated position as of Q4 2021 after selling out during the quarter.
  • Private Advisor Group sold 1,961 Coupa Software Incorporated shares in Q4 2021, an estimated $430K.
  • Private Advisor Group first reported a position in Coupa Software Incorporated in Q2 2020 and held it in 5 quarters.
  • Private Advisor Group's Coupa Software Incorporated position peaked at $430K in Q3 2021.
  • 457 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2021.

Based on Private Advisor Group's 13F filing for Q4 2021, filed 10 Feb 2022.