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Carroll Financial Associates’s Trupanion TRUP Stock Holding History

Carroll Financial Associates’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
2021
Q4 		– Sell
-22
Closed -$1K – 1935
2021
Q3 		$1K Buy
22
+3
+16% +$296 ﹤0.01% 1719
2021
Q2 		$2K Buy
+19
New +$1.65K ﹤0.01% 1587

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Carroll Financial Associates's TRUP Position: Q4 2021 in Review

Carroll Financial Associates sold out of Trupanion (TRUP) in Q4 2021, closing a stake of 22 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in TRUP in Q2 2021 and held it in 2 quarters. The position peaked at $2K in Q2 2021. 260 funds tracked by Wall St. Rank hold TRUP as of Q4 2021.

  • Carroll Financial Associates reported no remaining Trupanion position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 22 Trupanion shares in Q4 2021, an estimated $1K.
  • Carroll Financial Associates first reported a position in Trupanion in Q2 2021 and held it in 2 quarters.
  • Carroll Financial Associates's Trupanion position peaked at $2K in Q2 2021.
  • 260 funds tracked by Wall St. Rank held Trupanion as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.