Zurich Cantonal Bank
COUP

Zurich Cantonal Bank’s Coupa Software Incorporated COUP Stock Holding History

Zurich Cantonal Bank’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
-11,685
Closed -$925K – 2898
2022
Q4 		$925K Sell
11,685
-13,928
-54% -$833K ﹤0.01% 906
2022
Q3 		$1.51M Sell
25,613
-763
-3% -$50K 0.01% 739
2022
Q2 		$1.51M Buy
26,376
+12,733
+93% +$981K 0.01% 735
2022
Q1 		$1.39M Buy
13,643
+1,105
+9% +$134K 0.01% 817
2021
Q4 		$1.98M Sell
12,538
-1,037
-8% -$214K 0.01% 749
2021
Q3 		$2.98M Buy
13,575
+2,376
+21% +$558K 0.02% 656
2021
Q2 		$2.94M Sell
11,199
-10,179
-48% -$2.52M 0.02% 630
2021
Q1 		$5.44M Buy
21,378
+688
+3% +$217K 0.03% 458
2020
Q4 		$7.01M Buy
20,690
+9,549
+86% +$2.95M 0.04% 399
2020
Q3 		$3.06M Buy
11,141
+1,437
+15% +$419K 0.02% 583
2020
Q2 		$2.69M Buy
9,704
+4,222
+77% +$850K 0.02% 546
2020
Q1 		$766K Buy
5,482
+1,482
+37% +$229K 0.01% 789
2019
Q4 		$585K Buy
4,000
+421
+12% +$60.1K ﹤0.01% 890
2019
Q3 		$464K Buy
3,579
+164
+5% +$22.7K ﹤0.01% 923
2019
Q2 		$432K Buy
3,415
+601
+21% +$64.5K ﹤0.01% 946
2019
Q1 		$256K Buy
2,814
+121
+4% +$10.4K ﹤0.01% 1080
2018
Q4 		$169K Hold
2,693
– – ﹤0.01% 1299
2018
Q3 		$213K Buy
2,693
+252
+10% +$17.5K ﹤0.01% 1271
2018
Q2 		$152K Buy
2,441
+623
+34% +$33.1K ﹤0.01% 1404
2018
Q1 		$83K Hold
1,818
– – ﹤0.01% 1713
2017
Q4 		$57K Buy
1,818
+1,372
+308% +$46.6K ﹤0.01% 1971
2017
Q3 		$14K Buy
+446
New +$13.6K ﹤0.01% 2361

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 $9.54B AUM 19.86% 1-Year Est. Return

Zurich Cantonal Bank's COUP Position: Q1 2023 in Review

Zurich Cantonal Bank sold out of Coupa Software Incorporated (COUP) in Q1 2023, closing a stake of 11,685 shares — an estimated $925K sold.

Zurich Cantonal Bank first reported a position in COUP in Q3 2017 and held it in 22 quarters. The position peaked at $7.01M in Q4 2020. 3 funds tracked by Wall St. Rank hold COUP as of Q1 2023.

  • Zurich Cantonal Bank reported no remaining Coupa Software Incorporated position as of Q1 2023 after selling out during the quarter.
  • Zurich Cantonal Bank sold 11,685 Coupa Software Incorporated shares in Q1 2023, an estimated $925K.
  • Zurich Cantonal Bank first reported a position in Coupa Software Incorporated in Q3 2017 and held it in 22 quarters.
  • Zurich Cantonal Bank's Coupa Software Incorporated position peaked at $7.01M in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Coupa Software Incorporated as of Q1 2023.

Based on Zurich Cantonal Bank's 13F filing for Q1 2023, filed 8 May 2023.