Sheets Smith Wealth Management’s Coupa Software Incorporated COUP Stock Holding History

Sheets Smith 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
2022 Q2	–	Sell	-9,382	Closed	-$953K	–	358
2022 Q1	$953K	Sell	9,382 -275	-3%	-$33.3K	0.13%	147
2021 Q4	$1.53M	Hold	9,657	–	–	0.19%	116
2021 Q3	$2.12M	Hold	9,657	–	–	0.29%	87
2021 Q2	$2.53M	Sell	9,657 -200	-2%	-$49.5K	0.34%	74
2021 Q1	$2.51M	Hold	9,857	–	–	0.37%	75
2020 Q4	$3.34M	Sell	9,857 -100	-1%	-$30.9K	0.51%	56
2020 Q3	$2.73M	Sell	9,957 -1,020	-9%	-$298K	0.48%	60
2020 Q2	$3.04M	Sell	10,977 -1,550	-12%	-$312K	0.61%	43
2020 Q1	$1.75M	Sell	12,527 -2,762	-18%	-$427K	0.37%	70
2019 Q4	$2.23M	Sell	15,289 -129	-0.8%	-$18.4K	0.43%	62
2019 Q3	$2M	Buy	15,418 +42	+0.3%	+$5.82K	0.41%	66
2019 Q2	$1.95M	Buy	15,376 +7,676	+100%	+$824K	0.4%	78
2019 Q1	$701K	Buy	+7,700	New	+$660K	0.15%	158

Other funds holding COUP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Sheets Smith Wealth Management's COUP Position: Q2 2022 in Review

Sheets Smith Wealth Management sold out of Coupa Software Incorporated (COUP) in Q2 2022, closing a stake of 9,382 shares — an estimated $953K sold.

Sheets Smith Wealth Management first reported a position in COUP in Q1 2019 and held it in 13 quarters. The position peaked at $3.34M in Q4 2020. 355 funds tracked by Wall St. Rank hold COUP as of Q2 2022.

Sheets Smith Wealth Management reported no remaining Coupa Software Incorporated position as of Q2 2022 after selling out during the quarter.
Sheets Smith Wealth Management sold 9,382 Coupa Software Incorporated shares in Q2 2022, an estimated $953K.
Sheets Smith Wealth Management first reported a position in Coupa Software Incorporated in Q1 2019 and held it in 13 quarters.
Sheets Smith Wealth Management's Coupa Software Incorporated position peaked at $3.34M in Q4 2020.
355 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q2 2022.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.