ST
COUP

Smithfield Trust’s Coupa Software Incorporated COUP Stock Holding History

Smithfield Trust’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
-100
Closed -$8K – 1009
2022
Q4 		$8K Sell
100
-25
-20% -$1.5K ﹤0.01% 823
2022
Q3 		$7K Hold
125
– – ﹤0.01% 845
2022
Q2 		$7K Hold
125
– – ﹤0.01% 909
2022
Q1 		$13K Sell
125
-30
-19% -$3.63K ﹤0.01% 802
2021
Q4 		$25K Buy
155
+100
+182% +$20.6K ﹤0.01% 671
2021
Q3 		$12K Hold
55
– – ﹤0.01% 810
2021
Q2 		$14K Hold
55
– – ﹤0.01% 769
2021
Q1 		$14K Hold
55
– – ﹤0.01% 779
2020
Q4 		$19K Hold
55
– – ﹤0.01% 686
2020
Q3 		$15K Hold
55
– – ﹤0.01% 692
2020
Q2 		$15K Buy
+55
New +$11.1K ﹤0.01% 670
2019
Q4 		– Sell
-860
Closed -$111K – 1010
2019
Q3 		$111K Buy
+860
New +$119K 0.01% 376

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

Smithfield Trust's COUP Position: Q1 2023 in Review

Smithfield Trust sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 100 shares — an estimated $8K sold.

Smithfield Trust first reported a position in COUP in Q3 2019 and held it in 12 quarters. The position peaked at $111K in Q3 2019. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Smithfield Trust reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Smithfield Trust sold 100 Coupa Software Incorporated shares in Q1 2023, an estimated $8K.
  • Smithfield Trust first reported a position in Coupa Software Incorporated in Q3 2019 and held it in 12 quarters.
  • Smithfield Trust's Coupa Software Incorporated position peaked at $111K in Q3 2019.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Smithfield Trust's 13F filing for Q1 2023, filed 11 May 2023.