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Sigma Planning Corp’s Trupanion TRUP Stock Holding History

Sigma Planning Corp’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
2025
Q1 		– Sell
-12,007
Closed -$579K – 1279
2024
Q4 		$579K Buy
12,007
+4,000
+50% +$205K 0.02% 684
2024
Q3 		$336K Buy
+8,007
New +$312K 0.01% 914
2022
Q1 		– Sell
-2,274
Closed -$300K – 1495
2021
Q4 		$300K Buy
+2,274
New +$265K 0.01% 1080
2021
Q3 		– Sell
-2,288
Closed -$263K – 1496
2021
Q2 		$263K Buy
+2,288
New +$199K 0.01% 1155

Other funds holding TRUP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sigma Planning Corp's TRUP Position: Q1 2025 in Review

Sigma Planning Corp sold out of Trupanion (TRUP) in Q1 2025, closing a stake of 12,007 shares — an estimated $579K sold.

Sigma Planning Corp first reported a position in TRUP in Q2 2021 and held it in 4 quarters. The position peaked at $579K in Q4 2024. 216 funds tracked by Wall St. Rank hold TRUP as of Q1 2025.

  • Sigma Planning Corp reported no remaining Trupanion position as of Q1 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 12,007 Trupanion shares in Q1 2025, an estimated $579K.
  • Sigma Planning Corp first reported a position in Trupanion in Q2 2021 and held it in 4 quarters.
  • Sigma Planning Corp's Trupanion position peaked at $579K in Q4 2024.
  • 216 funds tracked by Wall St. Rank held Trupanion as of Q1 2025.

Based on Sigma Planning Corp's 13F filing for Q1 2025, filed 2 May 2025.