SFG
COUP

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

Synergy 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
2022
Q1 		– Sell
-1,287
Closed -$203K – 104
2021
Q4 		$203K Buy
+1,287
New +$265K 0.18% 103

Other funds holding COUP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
MG
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

Synergy Financial Group's COUP Position: Q1 2022 in Review

Synergy Financial Group sold out of Coupa Software Incorporated (COUP) in Q1 2022, closing a stake of 1,287 shares — an estimated $203K sold.

Synergy Financial Group first reported a position in COUP in Q4 2021 and held it in 1 quarter. The position peaked at $203K in Q4 2021. 404 funds tracked by Wall St. Rank hold COUP as of Q1 2022.

  • Synergy Financial Group reported no remaining Coupa Software Incorporated position as of Q1 2022 after selling out during the quarter.
  • Synergy Financial Group sold 1,287 Coupa Software Incorporated shares in Q1 2022, an estimated $203K.
  • Synergy Financial Group first reported a position in Coupa Software Incorporated in Q4 2021 and held it in 1 quarter.
  • Synergy Financial Group's Coupa Software Incorporated position peaked at $203K in Q4 2021.
  • 404 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2022.

Based on Synergy Financial Group's 13F filing for Q1 2022, filed 3 Aug 2022.