TCI Wealth Advisors’s Trupanion TRUP Stock Holding History

TCI 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	-64	Closed	-$3.04K	–	2637
2022 Q4	$3.04K	Sell	64 -24	-27%	-$1.25K	﹤0.01%	1852
2022 Q3	$5K	Hold	88	–	–	﹤0.01%	1525
2022 Q2	$5K	Buy	88 +41	+87%	+$2.79K	﹤0.01%	1543
2022 Q1	$4K	Sell	47 -113	-71%	-$10.4K	﹤0.01%	1799
2021 Q4	$21K	Buy	160 +41	+34%	+$4.78K	﹤0.01%	694
2021 Q3	$9K	Buy	119 +54	+83%	+$5.33K	﹤0.01%	1201
2021 Q2	$7K	Buy	65 +21	+48%	+$1.83K	﹤0.01%	1245
2021 Q1	$3K	Buy	+44	New	+$4.51K	﹤0.01%	1598

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

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

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

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

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

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

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

TCI Wealth Advisors sold out of Trupanion (TRUP) in Q1 2023, closing a stake of 64 shares — an estimated $3.04K sold.

TCI Wealth Advisors first reported a position in TRUP in Q1 2021 and held it in 8 quarters. The position peaked at $21K in Q4 2021. 215 funds tracked by Wall St. Rank hold TRUP as of Q1 2023.

TCI Wealth Advisors reported no remaining Trupanion position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 64 Trupanion shares in Q1 2023, an estimated $3.04K.
TCI Wealth Advisors first reported a position in Trupanion in Q1 2021 and held it in 8 quarters.
TCI Wealth Advisors's Trupanion position peaked at $21K in Q4 2021.
215 funds tracked by Wall St. Rank held Trupanion as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.