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Wealthspire Advisors (Maryland)’s Trupanion TRUP Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-209
Closed -$7K – 1907
2019
Q1 		$7K Sell
209
-69
-25% -$1.96K ﹤0.01% 1701
2018
Q4 		$7K Buy
278
+24
+9% +$646 ﹤0.01% 1614
2018
Q3 		$9K Sell
254
-969
-79% -$37.4K ﹤0.01% 1572
2018
Q2 		$47K Buy
1,223
+3
+0.2% +$93 ﹤0.01% 1000
2018
Q1 		$36K Buy
1,220
+210
+21% +$6.73K ﹤0.01% 1108
2017
Q4 		$30K Buy
+1,010
New +$29.7K ﹤0.01% 1195

Other funds holding TRUP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TRUP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Trupanion (TRUP) in Q2 2019, closing a stake of 209 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in TRUP in Q4 2017 and held it in 6 quarters. The position peaked at $47K in Q2 2018. 151 funds tracked by Wall St. Rank hold TRUP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Trupanion position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 209 Trupanion shares in Q2 2019, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in Trupanion in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Trupanion position peaked at $47K in Q2 2018.
  • 151 funds tracked by Wall St. Rank held Trupanion as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.