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Valeo Financial Advisors’s Trupanion TRUP Stock Holding History

Valeo Financial 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
2022
Q1 		– Sell
-1,611
Closed -$213K – 688
2021
Q4 		$213K Buy
+1,611
New +$188K 0.01% 505
2021
Q2 		– Sell
-1,700
Closed -$130K – 1717
2021
Q1 		$130K Sell
1,700
-50
-3% -$5.13K 0.01% 546
2020
Q4 		$209K Buy
1,750
+50
+3% +$4.72K 0.01% 413
2020
Q3 		$134K Sell
1,700
-322
-16% -$19.3K 0.01% 415
2020
Q2 		$86K Sell
2,022
-63
-3% -$2.04K 0.01% 555
2020
Q1 		$65K Hold
2,085
– – 0.01% 530
2019
Q4 		$78K Sell
2,085
-100
-5% -$2.94K 0.01% 515
2019
Q3 		$56K Buy
2,185
+59
+3% +$1.73K 0.01% 567
2019
Q2 		$77K Hold
2,126
– – 0.01% 489
2019
Q1 		$70K Buy
2,126
+22
+1% +$626 0.01% 489
2018
Q4 		$54K Buy
2,104
+44
+2% +$1.18K 0.01% 507
2018
Q3 		$52K Buy
2,060
+343
+20% +$13.2K 0.01% 540
2018
Q2 		$66K Buy
1,717
+10
+0.6% +$311 0.01% 491
2018
Q1 		$51K Buy
1,707
+7
+0.4% +$224 0.01% 485
2017
Q4 		$50K Hold
1,700
– – 0.01% 470
2017
Q3 		$45K Buy
+1,700
New +$39K 0.01% 420

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
AI
Aflac Inc Columbus, Georgia $94.8M AUM 29.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Valeo Financial Advisors's TRUP Position: Q1 2022 in Review

Valeo Financial Advisors sold out of Trupanion (TRUP) in Q1 2022, closing a stake of 1,611 shares — an estimated $213K sold.

Valeo Financial Advisors first reported a position in TRUP in Q3 2017 and held it in 16 quarters. The position peaked at $213K in Q4 2021. 233 funds tracked by Wall St. Rank hold TRUP as of Q1 2022.

  • Valeo Financial Advisors reported no remaining Trupanion position as of Q1 2022 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,611 Trupanion shares in Q1 2022, an estimated $213K.
  • Valeo Financial Advisors first reported a position in Trupanion in Q3 2017 and held it in 16 quarters.
  • Valeo Financial Advisors's Trupanion position peaked at $213K in Q4 2021.
  • 233 funds tracked by Wall St. Rank held Trupanion as of Q1 2022.

Based on Valeo Financial Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.