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AE Wealth Management’s Trupanion TRUP Stock Holding History

AE Wealth Management’s Portfolio TRUP Stock Details TRUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-16,217
Closed -$463K – 1922
2023
Q4 		$463K Sell
16,217
-2,187
-12% -$58K ﹤0.01% 1476
2023
Q3 		$519K Buy
+18,404
New +$523K ﹤0.01% 1358

Other funds holding TRUP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Aflac Inc Columbus, Georgia $94.8M AUM 29.95% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

AE Wealth Management's TRUP Position: Q1 2024 in Review

AE Wealth Management sold out of Trupanion (TRUP) in Q1 2024, closing a stake of 16,217 shares — an estimated $463K sold.

AE Wealth Management first reported a position in TRUP in Q3 2023 and held it in 2 quarters. The position peaked at $519K in Q3 2023. 201 funds tracked by Wall St. Rank hold TRUP as of Q1 2024.

  • AE Wealth Management reported no remaining Trupanion position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 16,217 Trupanion shares in Q1 2024, an estimated $463K.
  • AE Wealth Management first reported a position in Trupanion in Q3 2023 and held it in 2 quarters.
  • AE Wealth Management's Trupanion position peaked at $519K in Q3 2023.
  • 201 funds tracked by Wall St. Rank held Trupanion as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.