Private Trust Company’s Coupa Software Incorporated COUP Stock Holding History

Private Trust Company’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	-85	Closed	-$7K	–	2391
2022 Q4	$7K	Buy	+85	New	+$5.09K	﹤0.01%	1711

Other funds holding COUP

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

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

Private Trust Company's COUP Position: Q1 2023 in Review

Private Trust Company sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 85 shares — an estimated $7K sold.

Private Trust Company first reported a position in COUP in Q4 2022 and held it in 1 quarter. The position peaked at $7K in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

Private Trust Company reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
Private Trust Company sold 85 Coupa Software Incorporated shares in Q1 2023, an estimated $7K.
Private Trust Company first reported a position in Coupa Software Incorporated in Q4 2022 and held it in 1 quarter.
Private Trust Company's Coupa Software Incorporated position peaked at $7K in Q4 2022.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Private Trust Company's 13F filing for Q1 2023, filed 12 Apr 2023.