Rise Advisors’s Trupanion TRUP Stock Holding History

Rise 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
2024 Q2	–	Sell	-20	Closed	-$552	–	1273
2024 Q1	$552	Hold	20	–	–	﹤0.01%	1209
2023 Q4	$310	Hold	20	–	–	﹤0.01%	583
2023 Q3	$564	Hold	20	–	–	﹤0.01%	574
2023 Q2	$394	Hold	20	–	–	﹤0.01%	632
2023 Q1	$858	Hold	20	–	–	﹤0.01%	675
2022 Q4	$951	Hold	20	–	–	﹤0.01%	657
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	683
2022 Q2	$1K	Buy	+20	New	+$1.36K	﹤0.01%	682

Other funds holding TRUP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Aflac Inc Columbus, Georgia $94.8M AUM 29.95% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

GLCM

Greenlea Lane Capital Management Weston, Connecticut $344M AUM 14.33% 1-Year Est. Return

Rise Advisors's TRUP Position: Q2 2024 in Review

Rise Advisors sold out of Trupanion (TRUP) in Q2 2024, closing a stake of 20 shares — an estimated $552 sold.

Rise Advisors first reported a position in TRUP in Q2 2022 and held it in 8 quarters. The position peaked at $1K in Q3 2022. 188 funds tracked by Wall St. Rank hold TRUP as of Q2 2024.

Rise Advisors reported no remaining Trupanion position as of Q2 2024 after selling out during the quarter.
Rise Advisors sold 20 Trupanion shares in Q2 2024, an estimated $552.
Rise Advisors first reported a position in Trupanion in Q2 2022 and held it in 8 quarters.
Rise Advisors's Trupanion position peaked at $1K in Q3 2022.
188 funds tracked by Wall St. Rank held Trupanion as of Q2 2024.

Based on Rise Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.