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Wipfli Financial Advisors’s Trupanion TRUP Stock Holding History

Wipfli 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
Q3 		$5K Buy
+87
New +$5.84K ﹤0.01% 2100

Other funds holding TRUP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 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

Wipfli Financial Advisors's TRUP Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Trupanion (TRUP) in Q3 2022: 87 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #2100 among its holdings.

218 funds tracked by Wall St. Rank hold TRUP as of Q3 2022.

  • Wipfli Financial Advisors held 87 shares of Trupanion worth $5K as of Q3 2022.
  • Trupanion was a new Wipfli Financial Advisors position in Q3 2022.
  • Trupanion made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2100 holding.
  • 218 funds tracked by Wall St. Rank held Trupanion as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.