RPWA
COUP

Regent Peak Wealth Advisors’s Coupa Software Incorporated COUP Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-78
Closed -$26K – 1092
2020
Q4 		$26K Buy
+78
New +$24.1K 0.01% 414

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
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

Regent Peak Wealth Advisors's COUP Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Coupa Software Incorporated (COUP) in Q1 2021, closing a stake of 78 shares — an estimated $26K sold.

Regent Peak Wealth Advisors first reported a position in COUP in Q4 2020 and held it in 1 quarter. The position peaked at $26K in Q4 2020. 481 funds tracked by Wall St. Rank hold COUP as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Coupa Software Incorporated position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 78 Coupa Software Incorporated shares in Q1 2021, an estimated $26K.
  • Regent Peak Wealth Advisors first reported a position in Coupa Software Incorporated in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Coupa Software Incorporated position peaked at $26K in Q4 2020.
  • 481 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.