SVB Wealth’s Trupanion TRUP Stock Holding History

SVB Wealth’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
2022 Q1	–	Sell	-1,526	Closed	-$201K	–	842
2021 Q4	$201K	Buy	+1,526	New	+$178K	﹤0.01%	712

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

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

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

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

NTCM

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

SVB Wealth's TRUP Position: Q1 2022 in Review

SVB Wealth sold out of Trupanion (TRUP) in Q1 2022, closing a stake of 1,526 shares — an estimated $201K sold.

SVB Wealth first reported a position in TRUP in Q4 2021 and held it in 1 quarter. The position peaked at $201K in Q4 2021. 233 funds tracked by Wall St. Rank hold TRUP as of Q1 2022.

SVB Wealth reported no remaining Trupanion position as of Q1 2022 after selling out during the quarter.
SVB Wealth sold 1,526 Trupanion shares in Q1 2022, an estimated $201K.
SVB Wealth first reported a position in Trupanion in Q4 2021 and held it in 1 quarter.
SVB Wealth's Trupanion position peaked at $201K in Q4 2021.
233 funds tracked by Wall St. Rank held Trupanion as of Q1 2022.

Based on SVB Wealth's 13F filing for Q1 2022, filed 13 May 2022.