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Sowell Financial Services’s Trupanion TRUP Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-141
Closed -$11K – 2539
2021
Q1 		$11K Buy
141
+79
+127% +$8.1K ﹤0.01% 2293
2020
Q4 		$7K Buy
+62
New +$5.86K ﹤0.01% 2177

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Wellington Management Group
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NTCM
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
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RH
RenaissanceRe Holdings Pembroke, Bermuda $421M AUM 4.08% 1-Year Est. Return

Sowell Financial Services's TRUP Position: Q2 2021 in Review

Sowell Financial Services sold out of Trupanion (TRUP) in Q2 2021, closing a stake of 141 shares — an estimated $11K sold.

Sowell Financial Services first reported a position in TRUP in Q4 2020 and held it in 2 quarters. The position peaked at $11K in Q1 2021. 233 funds tracked by Wall St. Rank hold TRUP as of Q2 2021.

  • Sowell Financial Services reported no remaining Trupanion position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 141 Trupanion shares in Q2 2021, an estimated $11K.
  • Sowell Financial Services first reported a position in Trupanion in Q4 2020 and held it in 2 quarters.
  • Sowell Financial Services's Trupanion position peaked at $11K in Q1 2021.
  • 233 funds tracked by Wall St. Rank held Trupanion as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.