WAS
COUP

Winch Advisory Services’s Coupa Software Incorporated COUP Stock Holding History

Winch Advisory Services’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
2020
Q3 		– Sell
-45
Closed -$12K – 424
2020
Q2 		$12K Buy
+45
New +$9.06K 0.01% 182

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BlackRock
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LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DVF
Discovery Value Fund Singapore $34.7M AUM 58.56% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Winch Advisory Services's COUP Position: Q3 2020 in Review

Winch Advisory Services sold out of Coupa Software Incorporated (COUP) in Q3 2020, closing a stake of 45 shares — an estimated $12K sold.

Winch Advisory Services first reported a position in COUP in Q2 2020 and held it in 1 quarter. The position peaked at $12K in Q2 2020. 432 funds tracked by Wall St. Rank hold COUP as of Q3 2020.

  • Winch Advisory Services reported no remaining Coupa Software Incorporated position as of Q3 2020 after selling out during the quarter.
  • Winch Advisory Services sold 45 Coupa Software Incorporated shares in Q3 2020, an estimated $12K.
  • Winch Advisory Services first reported a position in Coupa Software Incorporated in Q2 2020 and held it in 1 quarter.
  • Winch Advisory Services's Coupa Software Incorporated position peaked at $12K in Q2 2020.
  • 432 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q3 2020.

Based on Winch Advisory Services's 13F filing for Q3 2020, filed 4 Nov 2020.