Ropes Wealth Advisors’s Trupanion TRUP Stock Holding History

Ropes Wealth 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
2021 Q1	–	Sell	-28	Closed	-$3K	–	742
2020 Q4	$3K	Buy	+28	New	+$2.65K	﹤0.01%	616

Other funds holding TRUP

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

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

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

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

NTCM

Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return

RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ropes Wealth Advisors's TRUP Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Trupanion (TRUP) in Q1 2021, closing a stake of 28 shares — an estimated $3K sold.

Ropes Wealth Advisors first reported a position in TRUP in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 236 funds tracked by Wall St. Rank hold TRUP as of Q1 2021.

Ropes Wealth Advisors reported no remaining Trupanion position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 28 Trupanion shares in Q1 2021, an estimated $3K.
Ropes Wealth Advisors first reported a position in Trupanion in Q4 2020 and held it in 1 quarter.
Ropes Wealth Advisors's Trupanion position peaked at $3K in Q4 2020.
236 funds tracked by Wall St. Rank held Trupanion as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.