SFS
COUP

Sowell Financial Services’s Coupa Software Incorporated COUP Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-921
Closed -$216K – 3022
2021
Q1 		$216K Sell
921
-646
-41% -$204K 0.01% 1014
2020
Q4 		$531K Sell
1,567
-91
-5% -$28.1K 0.02% 505
2020
Q3 		$455K Buy
1,658
+504
+44% +$147K 0.02% 491
2020
Q2 		$320K Buy
1,154
+496
+75% +$99.9K 0.02% 576
2020
Q1 		$92K Buy
658
+182
+38% +$28.2K 0.01% 874
2019
Q4 		$70K Sell
476
-12
-2% -$1.71K 0.01% 1028
2019
Q3 		$63K Buy
+488
New +$67.6K 0.01% 943

Other funds holding COUP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Sowell Financial Services's COUP Position: Q2 2021 in Review

Sowell Financial Services sold out of Coupa Software Incorporated (COUP) in Q2 2021, closing a stake of 921 shares — an estimated $216K sold.

Sowell Financial Services first reported a position in COUP in Q3 2019 and held it in 7 quarters. The position peaked at $531K in Q4 2020. 474 funds tracked by Wall St. Rank hold COUP as of Q2 2021.

  • Sowell Financial Services reported no remaining Coupa Software Incorporated position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 921 Coupa Software Incorporated shares in Q2 2021, an estimated $216K.
  • Sowell Financial Services first reported a position in Coupa Software Incorporated in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Coupa Software Incorporated position peaked at $531K in Q4 2020.
  • 474 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.