RWPA
COUP

Richard W. Paul & Associates’s Coupa Software Incorporated COUP Stock Holding History

Richard W. Paul & Associates’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
-272
Closed -$21.5K – 571
2022
Q4 		$21.5K Buy
+272
New +$16.3K 0.01% 261

Other funds holding COUP

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

Richard W. Paul & Associates's COUP Position: Q1 2023 in Review

Richard W. Paul & Associates sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 272 shares — an estimated $21.5K sold.

Richard W. Paul & Associates first reported a position in COUP in Q4 2022 and held it in 1 quarter. The position peaked at $21.5K in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Richard W. Paul & Associates reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 272 Coupa Software Incorporated shares in Q1 2023, an estimated $21.5K.
  • Richard W. Paul & Associates first reported a position in Coupa Software Incorporated in Q4 2022 and held it in 1 quarter.
  • Richard W. Paul & Associates's Coupa Software Incorporated position peaked at $21.5K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Richard W. Paul & Associates's 13F filing for Q1 2023, filed 24 Apr 2023.