SPIA
COUP

Steward Partners Investment Advisory’s Coupa Software Incorporated COUP Stock Holding History

Steward Partners Investment Advisory’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
-367
Closed -$29.1K – 3463
2022
Q4 		$29.1K Sell
367
-166
-31% -$9.93K ﹤0.01% 2067
2022
Q3 		$31K Sell
533
-22
-4% -$1.44K ﹤0.01% 2015
2022
Q2 		$32K Sell
555
-41
-7% -$3.16K ﹤0.01% 2010
2022
Q1 		$61K Sell
596
-140
-19% -$16.9K ﹤0.01% 1825
2021
Q4 		$116K Sell
736
-277
-27% -$57K ﹤0.01% 1537
2021
Q3 		$222K Buy
1,013
+447
+79% +$105K ﹤0.01% 1232
2021
Q2 		$148K Sell
566
-564
-50% -$140K ﹤0.01% 1798
2021
Q1 		$288K Buy
1,130
+495
+78% +$156K 0.01% 1108
2020
Q4 		$215K Buy
635
+75
+13% +$23.2K ﹤0.01% 1042
2020
Q3 		$154K Buy
560
+165
+42% +$48.1K ﹤0.01% 1055
2020
Q2 		$109K Hold
395
– – ﹤0.01% 1117
2020
Q1 		$55K Buy
395
+225
+132% +$34.8K ﹤0.01% 1224
2019
Q4 		$24K Hold
170
– – ﹤0.01% 1720
2019
Q3 		$22K Buy
170
+150
+750% +$20.8K ﹤0.01% 1696
2019
Q2 		$2K Buy
+20
New +$2.15K ﹤0.01% 2484

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 $9.54B AUM 19.86% 1-Year Est. Return

Steward Partners Investment Advisory's COUP Position: Q1 2023 in Review

Steward Partners Investment Advisory sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 367 shares — an estimated $29.1K sold.

Steward Partners Investment Advisory first reported a position in COUP in Q2 2019 and held it in 15 quarters. The position peaked at $288K in Q1 2021. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Steward Partners Investment Advisory reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 367 Coupa Software Incorporated shares in Q1 2023, an estimated $29.1K.
  • Steward Partners Investment Advisory first reported a position in Coupa Software Incorporated in Q2 2019 and held it in 15 quarters.
  • Steward Partners Investment Advisory's Coupa Software Incorporated position peaked at $288K in Q1 2021.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.