SFG
COUP

Steward Financial Group’s Coupa Software Incorporated COUP Stock Holding History

Steward Financial Group’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
-4
Closed – – 974
2022
Q4 		$0 Buy
+4
New +$239 ﹤0.01% 889
2022
Q3 		– Sell
-4
Closed – – 1464
2022
Q2 		$0 Buy
+4
New +$308 ﹤0.01% 1481

Other funds holding COUP

FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Steward Financial Group's COUP Position: Q1 2023 in Review

Steward Financial Group sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 4 shares.

Steward Financial Group first reported a position in COUP in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Steward Financial Group reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Steward Financial Group sold 4 Coupa Software Incorporated shares in Q1 2023.
  • Steward Financial Group first reported a position in Coupa Software Incorporated in Q2 2022 and held it in 2 quarters.
  • Steward Financial Group's Coupa Software Incorporated position peaked at $0 in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Steward Financial Group's 13F filing for Q1 2023, filed 5 May 2023.