Surevest’s Coupa Software Incorporated COUP Stock Holding History

Surevest’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	-40	Closed	-$6K	–	575
2021 Q4	$6K	Buy	+40	New	+$8.24K	﹤0.01%	315

Other funds holding COUP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Surevest's COUP Position: Q1 2022 in Review

Surevest sold out of Coupa Software Incorporated (COUP) in Q1 2022, closing a stake of 40 shares — an estimated $6K sold.

Surevest first reported a position in COUP in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 404 funds tracked by Wall St. Rank hold COUP as of Q1 2022.

Surevest reported no remaining Coupa Software Incorporated position as of Q1 2022 after selling out during the quarter.
Surevest sold 40 Coupa Software Incorporated shares in Q1 2022, an estimated $6K.
Surevest first reported a position in Coupa Software Incorporated in Q4 2021 and held it in 1 quarter.
Surevest's Coupa Software Incorporated position peaked at $6K in Q4 2021.
404 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2022.

Based on Surevest's 13F filing for Q1 2022, filed 16 May 2022.