WP
COUP

WealthShield Partners’s Coupa Software Incorporated COUP Stock Holding History

WealthShield Partners’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
Q3 		– Sell
-889
Closed -$191K – 786
2021
Q2 		$191K Buy
889
+793
+826% +$196K 0.03% 267
2021
Q1 		$24K Buy
+96
New +$30.2K ﹤0.01% 631

Other funds holding COUP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

WealthShield Partners's COUP Position: Q3 2021 in Review

WealthShield Partners sold out of Coupa Software Incorporated (COUP) in Q3 2021, closing a stake of 889 shares — an estimated $191K sold.

WealthShield Partners first reported a position in COUP in Q1 2021 and held it in 2 quarters. The position peaked at $191K in Q2 2021. 457 funds tracked by Wall St. Rank hold COUP as of Q3 2021.

  • WealthShield Partners reported no remaining Coupa Software Incorporated position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 889 Coupa Software Incorporated shares in Q3 2021, an estimated $191K.
  • WealthShield Partners first reported a position in Coupa Software Incorporated in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Coupa Software Incorporated position peaked at $191K in Q2 2021.
  • 457 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.