West Paces Advisors’s Coupa Software Incorporated COUP Stock Holding History

West Paces 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
2022 Q4	–	Sell	-5	Closed	-$294	–	575
2022 Q3	$294	Hold	5	–	–	﹤0.01%	510
2022 Q2	$286	Hold	5	–	–	﹤0.01%	567
2022 Q1	$508	Hold	5	–	–	﹤0.01%	551
2021 Q4	$790	Hold	5	–	–	﹤0.01%	552
2021 Q3	$1.1K	Buy	+5	New	+$1.17K	﹤0.01%	555
2019 Q3	–	Sell	-66	Closed	-$8.36K	–	500
2019 Q2	$8.36K	Hold	66	–	–	0.01%	334
2019 Q1	$6K	Hold	66	–	–	﹤0.01%	371
2018 Q4	$4.15K	Hold	66	–	–	﹤0.01%	394
2018 Q3	$5.22K	Hold	66	–	–	﹤0.01%	380
2018 Q2	$4.11K	Hold	66	–	–	﹤0.01%	409
2018 Q1	$3.01K	Hold	66	–	–	﹤0.01%	402
2017 Q4	$2.06K	Buy	+66	New	+$2.24K	﹤0.01%	432

Other funds holding COUP

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

HBK Investments Dallas, Texas $7.94B 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 $50.9B AUM 42.89% 1-Year Est. Return

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return