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
2021
Q1 		– Sell
-1,600
Closed -$542K – 2270
2020
Q4 		$542K Buy
1,600
+1,000
+167% +$309K 0.24% 92
2020
Q3 		$165K Buy
600
+200
+50% +$58.3K 0.07% 167
2020
Q2 		$111K Buy
+400
New +$80.6K 0.05% 199

Other funds holding COUP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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.