SWM
COUP

Spire Wealth Management’s Coupa Software Incorporated COUP Stock Holding History

Spire 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
2023
Q1 		– Sell
-14
Closed -$1K – 2630
2022
Q4 		$1K Sell
14
-20
-59% -$1.2K ﹤0.01% 2290
2022
Q3 		$2K Sell
34
-21
-38% -$1.38K ﹤0.01% 2025
2022
Q2 		$3K Hold
55
– – ﹤0.01% 2318
2022
Q1 		$6K Sell
55
-122
-69% -$14.8K ﹤0.01% 2215
2021
Q4 		$28K Sell
177
-85
-32% -$17.5K ﹤0.01% 1999
2021
Q3 		$57K Buy
262
+20
+8% +$4.7K ﹤0.01% 1422
2021
Q2 		$63K Sell
242
-1,213
-83% -$301K ﹤0.01% 1387
2021
Q1 		$370K Buy
+1,455
New +$458K 0.01% 773

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 $8.74B AUM 14.62% 1-Year Est. Return

Spire Wealth Management's COUP Position: Q1 2023 in Review

Spire Wealth Management sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 14 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in COUP in Q1 2021 and held it in 8 quarters. The position peaked at $370K in Q1 2021. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Spire Wealth Management reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Spire Wealth Management sold 14 Coupa Software Incorporated shares in Q1 2023, an estimated $1K.
  • Spire Wealth Management first reported a position in Coupa Software Incorporated in Q1 2021 and held it in 8 quarters.
  • Spire Wealth Management's Coupa Software Incorporated position peaked at $370K in Q1 2021.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.