SW
COUP

SteelPeak Wealth’s Coupa Software Incorporated COUP Stock Holding History

SteelPeak Wealth’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
2022
Q1 		– Sell
-2,281
Closed -$361K – 499
2021
Q4 		$361K Sell
2,281
-1,763
-44% -$363K 0.02% 304
2021
Q3 		$886K Buy
4,044
+1,474
+57% +$346K 0.06% 175
2021
Q2 		$674K Buy
2,570
+839
+48% +$208K 0.05% 235
2021
Q1 		$441K Buy
+1,731
New +$545K 0.03% 243

Other funds holding COUP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

SteelPeak Wealth's COUP Position: Q1 2022 in Review

SteelPeak Wealth sold out of Coupa Software Incorporated (COUP) in Q1 2022, closing a stake of 2,281 shares — an estimated $361K sold.

SteelPeak Wealth first reported a position in COUP in Q1 2021 and held it in 4 quarters. The position peaked at $886K in Q3 2021. 404 funds tracked by Wall St. Rank hold COUP as of Q1 2022.

  • SteelPeak Wealth reported no remaining Coupa Software Incorporated position as of Q1 2022 after selling out during the quarter.
  • SteelPeak Wealth sold 2,281 Coupa Software Incorporated shares in Q1 2022, an estimated $361K.
  • SteelPeak Wealth first reported a position in Coupa Software Incorporated in Q1 2021 and held it in 4 quarters.
  • SteelPeak Wealth's Coupa Software Incorporated position peaked at $886K in Q3 2021.
  • 404 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2022.

Based on SteelPeak Wealth's 13F filing for Q1 2022, filed 10 May 2022.