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Sutton Wealth Advisors’s Trupanion TRUP Stock Holding History

Sutton 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
2023
Q1 		– Sell
-204
Closed -$9.7K – 1511
2022
Q4 		$9.7K Sell
204
-94
-32% -$4.89K ﹤0.01% 955
2022
Q3 		$17.7K Buy
298
+289
+3,211% +$19.4K 0.01% 701
2022
Q2 		$542 Sell
9
-427
-98% -$29.1K ﹤0.01% 1436
2022
Q1 		$38.9K Sell
436
-91
-17% -$8.37K 0.01% 487
2021
Q4 		$69.6K Buy
527
+139
+36% +$16.2K 0.02% 329
2021
Q3 		$30.1K Sell
388
-56
-13% -$5.52K 0.01% 556
2021
Q2 		$51.1K Buy
444
+33
+8% +$2.87K 0.02% 401
2021
Q1 		$31.3K Buy
411
+65
+19% +$6.67K 0.01% 535
2020
Q4 		$41.4K Buy
346
+44
+15% +$4.16K 0.02% 412
2020
Q3 		$23.8K Buy
+302
New +$18.1K 0.01% 493

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
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
AI
Aflac Inc Columbus, Georgia $94.8M AUM 29.95% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Sutton Wealth Advisors's TRUP Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Trupanion (TRUP) in Q1 2023, closing a stake of 204 shares — an estimated $9.7K sold.

Sutton Wealth Advisors first reported a position in TRUP in Q3 2020 and held it in 10 quarters. The position peaked at $69.6K in Q4 2021. 215 funds tracked by Wall St. Rank hold TRUP as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Trupanion position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 204 Trupanion shares in Q1 2023, an estimated $9.7K.
  • Sutton Wealth Advisors first reported a position in Trupanion in Q3 2020 and held it in 10 quarters.
  • Sutton Wealth Advisors's Trupanion position peaked at $69.6K in Q4 2021.
  • 215 funds tracked by Wall St. Rank held Trupanion as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.