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Clearstead Advisors’s Trupanion TRUP Stock Holding History

Clearstead Advisors’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
2023
Q3 		– Sell
-10
Closed -$197 – 1563
2023
Q2 		$197 Hold
10
– – ﹤0.01% 1339
2023
Q1 		$429 Hold
10
– – ﹤0.01% 1312
2022
Q4 		$475 Hold
10
– – ﹤0.01% 1235
2022
Q3 		$1K Hold
10
– – ﹤0.01% 1205
2022
Q2 		$1K Sell
10
-28
-74% -$1.91K ﹤0.01% 1232
2022
Q1 		$3K Buy
38
+28
+280% +$2.58K ﹤0.01% 1166
2021
Q4 		$1K Hold
10
– – ﹤0.01% 1221
2021
Q3 		$1K Hold
10
– – ﹤0.01% 1247
2021
Q2 		$1K Hold
10
– – ﹤0.01% 1203
2021
Q1 		$1K Hold
10
– – ﹤0.01% 1078
2020
Q4 		$1K Buy
+10
New +$945 ﹤0.01% 958

Other funds holding TRUP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 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
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

Clearstead Advisors's TRUP Position: Q3 2023 in Review

Clearstead Advisors sold out of Trupanion (TRUP) in Q3 2023, closing a stake of 10 shares — an estimated $197 sold.

Clearstead Advisors first reported a position in TRUP in Q4 2020 and held it in 11 quarters. The position peaked at $3K in Q1 2022. 192 funds tracked by Wall St. Rank hold TRUP as of Q3 2023.

  • Clearstead Advisors reported no remaining Trupanion position as of Q3 2023 after selling out during the quarter.
  • Clearstead Advisors sold 10 Trupanion shares in Q3 2023, an estimated $197.
  • Clearstead Advisors first reported a position in Trupanion in Q4 2020 and held it in 11 quarters.
  • Clearstead Advisors's Trupanion position peaked at $3K in Q1 2022.
  • 192 funds tracked by Wall St. Rank held Trupanion as of Q3 2023.

Based on Clearstead Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.