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LGT Financial Advisors’s Trupanion TRUP Stock Holding History

LGT Financial Advisors’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
2025
Q1 		– Sell
-71
Closed -$3.42K – 692
2024
Q4 		$3.42K Buy
+71
New +$3.65K 0.01% 606
2024
Q1 		– Sell
-90
Closed -$2.75K – 858
2023
Q4 		$2.75K Buy
90
+4
+5% +$106 ﹤0.01% 754
2023
Q3 		$2.42K Buy
+86
New +$2.44K ﹤0.01% 788

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LGT Financial Advisors's TRUP Position: Q1 2025 in Review

LGT Financial Advisors sold out of Trupanion (TRUP) in Q1 2025, closing a stake of 71 shares — an estimated $3.42K sold.

LGT Financial Advisors first reported a position in TRUP in Q3 2023 and held it in 3 quarters. The position peaked at $3.42K in Q4 2024. 216 funds tracked by Wall St. Rank hold TRUP as of Q1 2025.

  • LGT Financial Advisors reported no remaining Trupanion position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 71 Trupanion shares in Q1 2025, an estimated $3.42K.
  • LGT Financial Advisors first reported a position in Trupanion in Q3 2023 and held it in 3 quarters.
  • LGT Financial Advisors's Trupanion position peaked at $3.42K in Q4 2024.
  • 216 funds tracked by Wall St. Rank held Trupanion as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.