Gerber Kawasaki Wealth & Investment Management’s Trupanion TRUP Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021 Q4	–	Sell	-705	Closed	-$54K	–	1037
2021 Q3	$54K	Buy	+705	New	+$69.5K	0.01%	317
2019 Q1	–	Sell	-8,820	Closed	-$224K	–	123
2018 Q4	$224K	Sell	8,820 -113,193	-93%	-$3.05M	0.08%	97
2018 Q3	$3.94M	Sell	122,013 -23,347	-16%	-$901K	1.07%	28
2018 Q2	$5.58M	Buy	145,360 +4,492	+3%	+$140K	1.67%	21
2018 Q1	$4.21M	Buy	140,868 +22,133	+19%	+$709K	1.36%	23
2017 Q4	$3.48M	Buy	118,735 +16,629	+16%	+$489K	1.2%	28
2017 Q3	$2.78M	Buy	102,106 +43,169	+73%	+$991K	1.01%	30
2017 Q2	$1.3M	Buy	+58,937	New	+$1.06M	0.49%	47

Other funds holding TRUP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's TRUP Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Trupanion (TRUP) in Q4 2021, closing a stake of 705 shares — an estimated $54K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in TRUP in Q2 2017 and held it in 8 quarters. The position peaked at $5.58M in Q2 2018. 260 funds tracked by Wall St. Rank hold TRUP as of Q4 2021.

Gerber Kawasaki Wealth & Investment Management reported no remaining Trupanion position as of Q4 2021 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 705 Trupanion shares in Q4 2021, an estimated $54K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Trupanion in Q2 2017 and held it in 8 quarters.
Gerber Kawasaki Wealth & Investment Management's Trupanion position peaked at $5.58M in Q2 2018.
260 funds tracked by Wall St. Rank held Trupanion as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.