WAM
COUP

Wealthspire Advisors (Maryland)’s Coupa Software Incorporated COUP Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-10
Closed -$1K – 2248
2019
Q1 		$1K Buy
+10
New +$857 ﹤0.01% 2428
2018
Q3 		– Sell
-25
Closed -$2K – 2554
2018
Q2 		$2K Hold
25
– – ﹤0.01% 2226
2018
Q1 		$1K Hold
25
– – ﹤0.01% 2434
2017
Q4 		$1K Buy
25
+10
+67% +$339 ﹤0.01% 2371
2017
Q3 		$0 Buy
+15
New +$457 ﹤0.01% 2523

Other funds holding COUP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s COUP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Coupa Software Incorporated (COUP) in Q2 2019, closing a stake of 10 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in COUP in Q3 2017 and held it in 5 quarters. The position peaked at $2K in Q2 2018. 316 funds tracked by Wall St. Rank hold COUP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Coupa Software Incorporated position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 10 Coupa Software Incorporated shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Coupa Software Incorporated in Q3 2017 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s Coupa Software Incorporated position peaked at $2K in Q2 2018.
  • 316 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.