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 – 3028
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

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Vanguard Group
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BlackRock
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LPC
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Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return