PWMG
TRUP icon

Prestige Wealth Management Group’s Trupanion TRUP Stock Holding History

Prestige Wealth Management Group’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
2023
Q2 		– Sell
-26
Closed -$1.12K – 1093
2023
Q1 		$1.12K Buy
26
+7
+37% +$379 ﹤0.01% 875
2022
Q4 		$903 Buy
+19
New +$989 ﹤0.01% 991

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

Prestige Wealth Management Group's TRUP Position: Q2 2023 in Review

Prestige Wealth Management Group sold out of Trupanion (TRUP) in Q2 2023, closing a stake of 26 shares — an estimated $1.12K sold.

Prestige Wealth Management Group first reported a position in TRUP in Q4 2022 and held it in 2 quarters. The position peaked at $1.12K in Q1 2023. 191 funds tracked by Wall St. Rank hold TRUP as of Q2 2023.

  • Prestige Wealth Management Group reported no remaining Trupanion position as of Q2 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 26 Trupanion shares in Q2 2023, an estimated $1.12K.
  • Prestige Wealth Management Group first reported a position in Trupanion in Q4 2022 and held it in 2 quarters.
  • Prestige Wealth Management Group's Trupanion position peaked at $1.12K in Q1 2023.
  • 191 funds tracked by Wall St. Rank held Trupanion as of Q2 2023.

Based on Prestige Wealth Management Group's 13F filing for Q2 2023, filed 11 Aug 2023.