SW
COUP

SVB Wealth’s Coupa Software Incorporated COUP Stock Holding History

SVB Wealth’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
-76,889
Closed -$6.09M – 1094
2022
Q4 		$6.09M Sell
76,889
-150
-0.2% -$8.97K 0.08% 161
2022
Q3 		$4.53M Buy
+77,039
New +$5.05M 0.07% 174

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

SVB Wealth's COUP Position: Q1 2023 in Review

SVB Wealth sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 76,889 shares — an estimated $6.09M sold.

SVB Wealth first reported a position in COUP in Q3 2022 and held it in 2 quarters. The position peaked at $6.09M in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • SVB Wealth reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • SVB Wealth sold 76,889 Coupa Software Incorporated shares in Q1 2023, an estimated $6.09M.
  • SVB Wealth first reported a position in Coupa Software Incorporated in Q3 2022 and held it in 2 quarters.
  • SVB Wealth's Coupa Software Incorporated position peaked at $6.09M in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on SVB Wealth's 13F filing for Q1 2023, filed 12 May 2023.