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Plante Moran Financial Advisors’s Trupanion TRUP Stock Holding History

Plante Moran 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
2022
Q1 		– Sell
-150
Closed -$20K – 1009
2021
Q4 		$20K Buy
+150
New +$17.5K ﹤0.01% 563
2018
Q4 		– Sell
-1,000
Closed -$36K – 965
2018
Q3 		$36K Hold
1,000
– – 0.01% 357
2018
Q2 		$39K Hold
1,000
– – 0.02% 383
2018
Q1 		$30K Hold
1,000
– – 0.02% 438
2017
Q4 		$29K Hold
1,000
– – 0.02% 443
2017
Q3 		$26K Hold
1,000
– – 0.02% 430
2017
Q2 		$22K Buy
+1,000
New +$18K 0.01% 459

Other funds holding TRUP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Aflac Inc Columbus, Georgia $94.8M AUM 29.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Plante Moran Financial Advisors's TRUP Position: Q1 2022 in Review

Plante Moran Financial Advisors sold out of Trupanion (TRUP) in Q1 2022, closing a stake of 150 shares — an estimated $20K sold.

Plante Moran Financial Advisors first reported a position in TRUP in Q2 2017 and held it in 7 quarters. The position peaked at $39K in Q2 2018. 233 funds tracked by Wall St. Rank hold TRUP as of Q1 2022.

  • Plante Moran Financial Advisors reported no remaining Trupanion position as of Q1 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 150 Trupanion shares in Q1 2022, an estimated $20K.
  • Plante Moran Financial Advisors first reported a position in Trupanion in Q2 2017 and held it in 7 quarters.
  • Plante Moran Financial Advisors's Trupanion position peaked at $39K in Q2 2018.
  • 233 funds tracked by Wall St. Rank held Trupanion as of Q1 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2022, filed 6 May 2022.