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Edge Wealth Management’s Trupanion TRUP Stock Holding History

Edge 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
2020
Q3 		– Sell
-300
Closed -$13K – 621
2020
Q2 		$13K Hold
300
– – ﹤0.01% 435
2020
Q1 		$8K Hold
300
– – ﹤0.01% 419
2019
Q4 		$11K Hold
300
– – ﹤0.01% 418
2019
Q3 		$7K Buy
+300
New +$8.79K ﹤0.01% 456

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
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edge Wealth Management's TRUP Position: Q3 2020 in Review

Edge Wealth Management sold out of Trupanion (TRUP) in Q3 2020, closing a stake of 300 shares — an estimated $13K sold.

Edge Wealth Management first reported a position in TRUP in Q3 2019 and held it in 4 quarters. The position peaked at $13K in Q2 2020. 196 funds tracked by Wall St. Rank hold TRUP as of Q3 2020.

  • Edge Wealth Management reported no remaining Trupanion position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 300 Trupanion shares in Q3 2020, an estimated $13K.
  • Edge Wealth Management first reported a position in Trupanion in Q3 2019 and held it in 4 quarters.
  • Edge Wealth Management's Trupanion position peaked at $13K in Q2 2020.
  • 196 funds tracked by Wall St. Rank held Trupanion as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.