WWP
COUP

WR Wealth Planners’s Coupa Software Incorporated COUP Stock Holding History

WR Wealth Planners’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
2023
Q1 		– Sell
-115
Closed -$9.11K – 952
2022
Q4 		$9.11K Buy
+115
New +$6.88K 0.01% 278

Other funds holding COUP

FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

WR Wealth Planners's COUP Position: Q1 2023 in Review

WR Wealth Planners sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 115 shares — an estimated $9.11K sold.

WR Wealth Planners first reported a position in COUP in Q4 2022 and held it in 1 quarter. The position peaked at $9.11K in Q4 2022. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • WR Wealth Planners reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • WR Wealth Planners sold 115 Coupa Software Incorporated shares in Q1 2023, an estimated $9.11K.
  • WR Wealth Planners first reported a position in Coupa Software Incorporated in Q4 2022 and held it in 1 quarter.
  • WR Wealth Planners's Coupa Software Incorporated position peaked at $9.11K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on WR Wealth Planners's 13F filing for Q1 2023, filed 1 Aug 2024.