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Confluence Wealth Services’s Trupanion TRUP Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-159
Closed -$20K – 1080
2021
Q4 		$20K Buy
+159
New +$18.5K 0.01% 736

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Capital World Investors
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Confluence Wealth Services's TRUP Position: Q1 2022 in Review

Confluence Wealth Services sold out of Trupanion (TRUP) in Q1 2022, closing a stake of 159 shares — an estimated $20K sold.

Confluence Wealth Services first reported a position in TRUP in Q4 2021 and held it in 1 quarter. The position peaked at $20K in Q4 2021. 233 funds tracked by Wall St. Rank hold TRUP as of Q1 2022.

  • Confluence Wealth Services reported no remaining Trupanion position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 159 Trupanion shares in Q1 2022, an estimated $20K.
  • Confluence Wealth Services first reported a position in Trupanion in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Trupanion position peaked at $20K in Q4 2021.
  • 233 funds tracked by Wall St. Rank held Trupanion as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.