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GoalVest Advisory’s Trupanion TRUP Stock Holding History

GoalVest 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
2024
Q4 		– Sell
-349
Closed -$14.7K – 433
2024
Q3 		$14.7K Hold
349
– – ﹤0.01% 292
2024
Q2 		$10.3K Hold
349
– – ﹤0.01% 273
2024
Q1 		$9.64K Hold
349
– – ﹤0.01% 321
2023
Q4 		$10.6K Hold
349
– – ﹤0.01% 252
2023
Q3 		$9.84K Hold
349
– – ﹤0.01% 289
2023
Q2 		$6.87K Hold
349
– – ﹤0.01% 276
2023
Q1 		$15K Buy
349
+92
+36% +$4.98K 0.01% 170
2022
Q4 		$12.2K Hold
257
– – 0.01% 178
2022
Q3 		$15K Hold
257
– – 0.01% 172
2022
Q2 		$17K Hold
257
– – 0.01% 232
2022
Q1 		$23K Buy
+257
New +$23.6K 0.01% 190

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
AI
Aflac Inc Columbus, Georgia $94.8M AUM 29.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GLCM
Greenlea Lane Capital Management Weston, Connecticut $344M AUM 14.33% 1-Year Est. Return

GoalVest Advisory's TRUP Position: Q4 2024 in Review

GoalVest Advisory sold out of Trupanion (TRUP) in Q4 2024, closing a stake of 349 shares — an estimated $14.7K sold.

GoalVest Advisory first reported a position in TRUP in Q1 2022 and held it in 11 quarters. The position peaked at $23K in Q1 2022. 236 funds tracked by Wall St. Rank hold TRUP as of Q4 2024.

  • GoalVest Advisory reported no remaining Trupanion position as of Q4 2024 after selling out during the quarter.
  • GoalVest Advisory sold 349 Trupanion shares in Q4 2024, an estimated $14.7K.
  • GoalVest Advisory first reported a position in Trupanion in Q1 2022 and held it in 11 quarters.
  • GoalVest Advisory's Trupanion position peaked at $23K in Q1 2022.
  • 236 funds tracked by Wall St. Rank held Trupanion as of Q4 2024.

Based on GoalVest Advisory's 13F filing for Q4 2024, filed 17 Jan 2025.