Valeo Financial Advisors’s Coupa Software Incorporated COUP Stock Holding History

Valeo Financial 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 Q2	–	Sell	-293	Closed	-$75K	–	2012
2021 Q1	$75K	Sell	293 -27	-8%	-$8.51K	﹤0.01%	714
2020 Q4	$108K	Buy	320 +85	+36%	+$26.3K	0.01%	548
2020 Q3	$64K	Buy	235 +35	+18%	+$10.2K	0.01%	587
2020 Q2	$55K	Hold	200	–	–	0.01%	690
2020 Q1	$27K	Buy	200 +50	+33%	+$7.74K	﹤0.01%	801
2019 Q4	$22K	Hold	150	–	–	﹤0.01%	907
2019 Q3	$19K	Hold	150	–	–	﹤0.01%	866
2019 Q2	$19K	Hold	150	–	–	﹤0.01%	873
2019 Q1	$14K	Hold	150	–	–	﹤0.01%	875
2018 Q4	$9K	Hold	150	–	–	﹤0.01%	925
2018 Q3	$10K	Buy	+150	New	+$10.4K	﹤0.01%	981

Other funds holding COUP

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Valeo Financial Advisors's COUP Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Coupa Software Incorporated (COUP) in Q2 2021, closing a stake of 293 shares — an estimated $75K sold.

Valeo Financial Advisors first reported a position in COUP in Q3 2018 and held it in 11 quarters. The position peaked at $108K in Q4 2020. 474 funds tracked by Wall St. Rank hold COUP as of Q2 2021.

Valeo Financial Advisors reported no remaining Coupa Software Incorporated position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 293 Coupa Software Incorporated shares in Q2 2021, an estimated $75K.
Valeo Financial Advisors first reported a position in Coupa Software Incorporated in Q3 2018 and held it in 11 quarters.
Valeo Financial Advisors's Coupa Software Incorporated position peaked at $108K in Q4 2020.
474 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.