SIAP
COUP

Sterling Investment Advisors (Pennsylvania)’s Coupa Software Incorporated COUP Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-100
Closed -$16K – 636
2021
Q4 		$16K Hold
100
– – ﹤0.01% 390
2021
Q3 		$22K Hold
100
– – 0.01% 350
2021
Q2 		$26K Sell
100
-43
-30% -$10.7K 0.01% 330
2021
Q1 		$36K Buy
143
+43
+43% +$13.5K 0.01% 269
2020
Q4 		$34K Buy
+100
New +$30.9K 0.01% 259

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 $6.73T AUM 46.02% 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

Sterling Investment Advisors (Pennsylvania)'s COUP Position: Q1 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Coupa Software Incorporated (COUP) in Q1 2022, closing a stake of 100 shares — an estimated $16K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in COUP in Q4 2020 and held it in 5 quarters. The position peaked at $36K in Q1 2021. 404 funds tracked by Wall St. Rank hold COUP as of Q1 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Coupa Software Incorporated position as of Q1 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 100 Coupa Software Incorporated shares in Q1 2022, an estimated $16K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Coupa Software Incorporated in Q4 2020 and held it in 5 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Coupa Software Incorporated position peaked at $36K in Q1 2021.
  • 404 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2022, filed 3 May 2022.