PWM
TRUP icon

Perigon Wealth Management’s Trupanion TRUP Stock Holding History

Perigon 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
2018
Q2 		– Sell
-100
Closed -$3K – 560
2018
Q1 		$3K Hold
100
– – ﹤0.01% 583
2017
Q4 		$3K Hold
100
– – ﹤0.01% 561
2017
Q3 		$3K Buy
+100
New +$2.3K ﹤0.01% 590

Other funds holding TRUP

NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MGPI
Maveron General Partner III Seattle, Washington $46.7M AUM 35.29% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Perigon Wealth Management's TRUP Position: Q2 2018 in Review

Perigon Wealth Management sold out of Trupanion (TRUP) in Q2 2018, closing a stake of 100 shares — an estimated $3K sold.

Perigon Wealth Management first reported a position in TRUP in Q3 2017 and held it in 3 quarters. The position peaked at $3K in Q1 2018. 155 funds tracked by Wall St. Rank hold TRUP as of Q2 2018.

  • Perigon Wealth Management reported no remaining Trupanion position as of Q2 2018 after selling out during the quarter.
  • Perigon Wealth Management sold 100 Trupanion shares in Q2 2018, an estimated $3K.
  • Perigon Wealth Management first reported a position in Trupanion in Q3 2017 and held it in 3 quarters.
  • Perigon Wealth Management's Trupanion position peaked at $3K in Q1 2018.
  • 155 funds tracked by Wall St. Rank held Trupanion as of Q2 2018.

Based on Perigon Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.