SSG
COUP

Summit Securities Group’s Coupa Software Incorporated COUP Stock Holding History

Summit Securities 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
2022
Q4 		– Sell
-169,500
Closed -$10.1M – 1475
2022
Q3 		$9.97M Buy
+169,500
New +$11.1M 0.75% 31
2021
Q2 		– Sell
-5,500
Closed -$1.4M – 909
2021
Q1 		$1.4M Buy
+5,500
New +$1.73M 0.15% 150

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

Summit Securities Group's COUP Position: Q4 2022 in Review

Summit Securities Group sold out of Coupa Software Incorporated (COUP) in Q4 2022, closing a stake of 169,500 shares — an estimated $10.1M sold.

Summit Securities Group first reported a position in COUP in Q1 2021 and held it in 2 quarters. The position peaked at $9.97M in Q3 2022. 368 funds tracked by Wall St. Rank hold COUP as of Q4 2022.

  • Summit Securities Group reported no remaining Coupa Software Incorporated position as of Q4 2022 after selling out during the quarter.
  • Summit Securities Group sold 169,500 Coupa Software Incorporated shares in Q4 2022, an estimated $10.1M.
  • Summit Securities Group first reported a position in Coupa Software Incorporated in Q1 2021 and held it in 2 quarters.
  • Summit Securities Group's Coupa Software Incorporated position peaked at $9.97M in Q3 2022.
  • 368 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2022.

Based on Summit Securities Group's 13F filing for Q4 2022, filed 13 Feb 2023.