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Global Wealth Management Investment Advisory’s Trupanion TRUP Stock Holding History

Global Wealth Management Investment Advisory’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
-6
Closed – – 623
2020
Q2 		$0 Hold
6
– – ﹤0.01% 676
2020
Q1 		$0 Sell
6
-6
-50% -$188 ﹤0.01% 666
2019
Q4 		$0 Buy
12
+6
+100% +$176 ﹤0.01% 718
2019
Q3 		$0 Sell
6
-40
-87% -$1.17K ﹤0.01% 735
2019
Q2 		$2K Buy
+46
New +$1.51K ﹤0.01% 596

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

Global Wealth Management Investment Advisory's TRUP Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Trupanion (TRUP) in Q3 2020, closing a stake of 6 shares.

Global Wealth Management Investment Advisory first reported a position in TRUP in Q2 2019 and held it in 5 quarters. The position peaked at $2K in Q2 2019. 196 funds tracked by Wall St. Rank hold TRUP as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining Trupanion position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 6 Trupanion shares in Q3 2020.
  • Global Wealth Management Investment Advisory first reported a position in Trupanion in Q2 2019 and held it in 5 quarters.
  • Global Wealth Management Investment Advisory's Trupanion position peaked at $2K in Q2 2019.
  • 196 funds tracked by Wall St. Rank held Trupanion as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.