PWM
COUP

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

PRW 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
2019
Q2 		– Sell
-476
Closed -$43K – 726
2019
Q1 		$43K Sell
476
-69
-13% -$5.91K 0.04% 158
2018
Q4 		$34K Buy
+545
New +$34.5K 0.04% 181

Other funds holding COUP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Whale Rock Capital Management
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

PRW Wealth Management's COUP Position: Q2 2019 in Review

PRW Wealth Management sold out of Coupa Software Incorporated (COUP) in Q2 2019, closing a stake of 476 shares — an estimated $43K sold.

PRW Wealth Management first reported a position in COUP in Q4 2018 and held it in 2 quarters. The position peaked at $43K in Q1 2019. 316 funds tracked by Wall St. Rank hold COUP as of Q2 2019.

  • PRW Wealth Management reported no remaining Coupa Software Incorporated position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 476 Coupa Software Incorporated shares in Q2 2019, an estimated $43K.
  • PRW Wealth Management first reported a position in Coupa Software Incorporated in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Coupa Software Incorporated position peaked at $43K in Q1 2019.
  • 316 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.