RWP
COUP

Ridgecrest Wealth Partners’s Coupa Software Incorporated COUP Stock Holding History

Ridgecrest Wealth Partners’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
Q2 		– Sell
-8,100
Closed -$823K – 113
2022
Q1 		$823K Buy
+8,100
New +$980K 0.52% 41
2021
Q4 		– Sell
-4,600
Closed -$1.01M – 126
2021
Q3 		$1.01M Buy
4,600
+750
+19% +$176K 0.55% 43
2021
Q2 		$1.01M Buy
+3,850
New +$954K 0.63% 41

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Ridgecrest Wealth Partners's COUP Position: Q2 2022 in Review

Ridgecrest Wealth Partners sold out of Coupa Software Incorporated (COUP) in Q2 2022, closing a stake of 8,100 shares — an estimated $823K sold.

Ridgecrest Wealth Partners first reported a position in COUP in Q2 2021 and held it in 3 quarters. The position peaked at $1.01M in Q2 2021. 355 funds tracked by Wall St. Rank hold COUP as of Q2 2022.

  • Ridgecrest Wealth Partners reported no remaining Coupa Software Incorporated position as of Q2 2022 after selling out during the quarter.
  • Ridgecrest Wealth Partners sold 8,100 Coupa Software Incorporated shares in Q2 2022, an estimated $823K.
  • Ridgecrest Wealth Partners first reported a position in Coupa Software Incorporated in Q2 2021 and held it in 3 quarters.
  • Ridgecrest Wealth Partners's Coupa Software Incorporated position peaked at $1.01M in Q2 2021.
  • 355 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q2 2022.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2022, filed 29 Jul 2022.