UMB Bank’s Coupa Software Incorporated COUP Stock Holding History

UMB Bank’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	-17	Closed	-$1K	–	1810
2022 Q4	$1K	Sell	17 -507	-97%	-$30.3K	﹤0.01%	1695
2022 Q3	$31K	Buy	524 +166	+46%	+$10.9K	﹤0.01%	987
2022 Q2	$20K	Sell	358 -204	-36%	-$15.7K	﹤0.01%	1189
2022 Q1	$57K	Buy	562 +327	+139%	+$39.6K	﹤0.01%	938
2021 Q4	$37K	Buy	+235	New	+$48.4K	﹤0.01%	1081

Other funds holding COUP

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

UMB Bank's COUP Position: Q1 2023 in Review

UMB Bank sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 17 shares — an estimated $1K sold.

UMB Bank first reported a position in COUP in Q4 2021 and held it in 5 quarters. The position peaked at $57K in Q1 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

UMB Bank reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
UMB Bank sold 17 Coupa Software Incorporated shares in Q1 2023, an estimated $1K.
UMB Bank first reported a position in Coupa Software Incorporated in Q4 2021 and held it in 5 quarters.
UMB Bank's Coupa Software Incorporated position peaked at $57K in Q1 2022.
3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on UMB Bank's 13F filing for Q1 2023, filed 11 Apr 2023.