SPC
COUP

Sigma Planning Corp’s Coupa Software Incorporated COUP Stock Holding History

Sigma Planning Corp’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
Q3 		– Sell
-870
Closed -$228K – 1524
2021
Q2 		$228K Buy
+870
New +$216K 0.01% 1219
2018
Q4 		– Sell
-3,345
Closed -$265K – 998
2018
Q3 		$265K Buy
+3,345
New +$232K 0.02% 756

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Sigma Planning Corp's COUP Position: Q3 2021 in Review

Sigma Planning Corp sold out of Coupa Software Incorporated (COUP) in Q3 2021, closing a stake of 870 shares — an estimated $228K sold.

Sigma Planning Corp first reported a position in COUP in Q3 2018 and held it in 2 quarters. The position peaked at $265K in Q3 2018. 457 funds tracked by Wall St. Rank hold COUP as of Q3 2021.

  • Sigma Planning Corp reported no remaining Coupa Software Incorporated position as of Q3 2021 after selling out during the quarter.
  • Sigma Planning Corp sold 870 Coupa Software Incorporated shares in Q3 2021, an estimated $228K.
  • Sigma Planning Corp first reported a position in Coupa Software Incorporated in Q3 2018 and held it in 2 quarters.
  • Sigma Planning Corp's Coupa Software Incorporated position peaked at $265K in Q3 2018.
  • 457 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q3 2021.

Based on Sigma Planning Corp's 13F filing for Q3 2021, filed 28 Oct 2021.