RJFSA
COUP

Raymond James Financial Services Advisors’s Coupa Software Incorporated COUP Stock Holding History

Raymond James Financial Services Advisors’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
2022
Q3 		– Sell
-9,444
Closed -$539K – 3436
2022
Q2 		$539K Buy
9,444
+7,139
+310% +$550K ﹤0.01% 2225
2022
Q1 		$234K Sell
2,305
-2,209
-49% -$267K ﹤0.01% 2884
2021
Q4 		$713K Sell
4,514
-2,831
-39% -$583K ﹤0.01% 2164
2021
Q3 		$1.61M Sell
7,345
-5,113
-41% -$1.2M ﹤0.01% 1627
2021
Q2 		$3.27M Buy
12,458
+3,312
+36% +$821K 0.01% 1196
2021
Q1 		$2.33M Sell
9,146
-1,469
-14% -$463K 0.01% 1313
2020
Q4 		$3.6M Sell
10,615
-1,034
-9% -$320K 0.01% 991
2020
Q3 		$3.19M Sell
11,649
-2,586
-18% -$754K 0.01% 951
2020
Q2 		$3.94M Sell
14,235
-1,707
-11% -$344K 0.01% 799
2020
Q1 		$2.23M Buy
15,942
+675
+4% +$104K 0.01% 840
2019
Q4 		$2.23M Buy
15,267
+941
+7% +$134K 0.01% 1117
2019
Q3 		$1.86M Sell
14,326
-516
-3% -$71.4K 0.01% 1142
2019
Q2 		$1.88M Sell
14,842
-1,174
-7% -$126K 0.01% 1146
2019
Q1 		$1.46M Buy
16,016
+11,556
+259% +$990K 0.01% 1241
2018
Q4 		$280K Sell
4,460
-9,200
-67% -$582K ﹤0.01% 2042
2018
Q3 		$1.08M Buy
13,660
+1,024
+8% +$71.1K ﹤0.01% 1413
2018
Q2 		$786K Buy
12,636
+3,139
+33% +$167K ﹤0.01% 1579
2018
Q1 		$433K Buy
+9,497
New +$390K ﹤0.01% 1799

Other funds holding COUP

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
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Raymond James Financial Services Advisors's COUP Position: Q3 2022 in Review

Raymond James Financial Services Advisors sold out of Coupa Software Incorporated (COUP) in Q3 2022, closing a stake of 9,444 shares — an estimated $539K sold.

Raymond James Financial Services Advisors first reported a position in COUP in Q1 2018 and held it in 18 quarters. The position peaked at $3.94M in Q2 2020. 357 funds tracked by Wall St. Rank hold COUP as of Q3 2022.

  • Raymond James Financial Services Advisors reported no remaining Coupa Software Incorporated position as of Q3 2022 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 9,444 Coupa Software Incorporated shares in Q3 2022, an estimated $539K.
  • Raymond James Financial Services Advisors first reported a position in Coupa Software Incorporated in Q1 2018 and held it in 18 quarters.
  • Raymond James Financial Services Advisors's Coupa Software Incorporated position peaked at $3.94M in Q2 2020.
  • 357 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q3 2022.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2022, filed 25 Oct 2022.