AWM
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Avior Wealth Management’s Trupanion TRUP Stock Holding History

Avior 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
Q2 		– Sell
-8
Closed -$220 – 3624
2024
Q1 		$220 Buy
+8
New +$223 ﹤0.01% 2839

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 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
GLCM
Greenlea Lane Capital Management Weston, Connecticut $344M AUM 14.33% 1-Year Est. Return

Avior Wealth Management's TRUP Position: Q2 2024 in Review

Avior Wealth Management sold out of Trupanion (TRUP) in Q2 2024, closing a stake of 8 shares — an estimated $220 sold.

Avior Wealth Management first reported a position in TRUP in Q1 2024 and held it in 1 quarter. The position peaked at $220 in Q1 2024. 188 funds tracked by Wall St. Rank hold TRUP as of Q2 2024.

  • Avior Wealth Management reported no remaining Trupanion position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 8 Trupanion shares in Q2 2024, an estimated $220.
  • Avior Wealth Management first reported a position in Trupanion in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Trupanion position peaked at $220 in Q1 2024.
  • 188 funds tracked by Wall St. Rank held Trupanion as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.