WCWM
COUP

Willow Creek Wealth Management’s Coupa Software Incorporated COUP Stock Holding History

Willow Creek Wealth Management’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
Q1 		– Sell
-625
Closed -$212K – 95
2020
Q4 		$212K Buy
+625
New +$193K 0.08% 87

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LPC
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Willow Creek Wealth Management's COUP Position: Q1 2021 in Review

Willow Creek Wealth Management sold out of Coupa Software Incorporated (COUP) in Q1 2021, closing a stake of 625 shares — an estimated $212K sold.

Willow Creek Wealth Management first reported a position in COUP in Q4 2020 and held it in 1 quarter. The position peaked at $212K in Q4 2020. 481 funds tracked by Wall St. Rank hold COUP as of Q1 2021.

  • Willow Creek Wealth Management reported no remaining Coupa Software Incorporated position as of Q1 2021 after selling out during the quarter.
  • Willow Creek Wealth Management sold 625 Coupa Software Incorporated shares in Q1 2021, an estimated $212K.
  • Willow Creek Wealth Management first reported a position in Coupa Software Incorporated in Q4 2020 and held it in 1 quarter.
  • Willow Creek Wealth Management's Coupa Software Incorporated position peaked at $212K in Q4 2020.
  • 481 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2021.

Based on Willow Creek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.