TWA
COUP

TCI Wealth Advisors’s Coupa Software Incorporated COUP Stock Holding History

TCI Wealth Advisors’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
-102
Closed -$6K – 2700
2022
Q3 		$6K Sell
102
-47
-32% -$3.08K ﹤0.01% 1404
2022
Q2 		$9K Buy
149
+98
+192% +$7.55K ﹤0.01% 1120
2022
Q1 		$5K Sell
51
-1
-2% -$121 ﹤0.01% 1639
2021
Q4 		$8K Buy
52
+1
+2% +$206 ﹤0.01% 1386
2021
Q3 		$11K Hold
51
– – ﹤0.01% 1072
2021
Q2 		$13K Sell
51
-20
-28% -$4.96K ﹤0.01% 827
2021
Q1 		$18K Buy
71
+20
+39% +$6.3K 0.01% 617
2020
Q4 		$17K Hold
51
– – 0.01% 536
2020
Q3 		$14K Hold
51
– – 0.01% 514
2020
Q2 		$14K Sell
51
-26
-34% -$5.24K 0.01% 512
2020
Q1 		$11K Buy
77
+51
+196% +$7.89K 0.01% 558
2019
Q4 		$4K Sell
26
-79
-75% -$11.3K ﹤0.01% 971
2019
Q3 		$14K Buy
+105
New +$14.5K 0.01% 567

Other funds holding COUP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

TCI Wealth Advisors's COUP Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Coupa Software Incorporated (COUP) in Q4 2022, closing a stake of 102 shares — an estimated $6K sold.

TCI Wealth Advisors first reported a position in COUP in Q3 2019 and held it in 13 quarters. The position peaked at $18K in Q1 2021. 368 funds tracked by Wall St. Rank hold COUP as of Q4 2022.

  • TCI Wealth Advisors reported no remaining Coupa Software Incorporated position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 102 Coupa Software Incorporated shares in Q4 2022, an estimated $6K.
  • TCI Wealth Advisors first reported a position in Coupa Software Incorporated in Q3 2019 and held it in 13 quarters.
  • TCI Wealth Advisors's Coupa Software Incorporated position peaked at $18K in Q1 2021.
  • 368 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.