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YorkBridge Wealth Partners’s Trupanion TRUP Stock Holding History

YorkBridge Wealth Partners’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
Q2 		– Sell
-4,604
Closed -$410K – 292
2022
Q1 		$410K Buy
4,604
+1,653
+56% +$152K 0.09% 171
2021
Q4 		$390K Buy
+2,951
New +$344K 0.09% 192

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Capital International Investors
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YorkBridge Wealth Partners's TRUP Position: Q2 2022 in Review

YorkBridge Wealth Partners sold out of Trupanion (TRUP) in Q2 2022, closing a stake of 4,604 shares — an estimated $410K sold.

YorkBridge Wealth Partners first reported a position in TRUP in Q4 2021 and held it in 2 quarters. The position peaked at $410K in Q1 2022. 209 funds tracked by Wall St. Rank hold TRUP as of Q2 2022.

  • YorkBridge Wealth Partners reported no remaining Trupanion position as of Q2 2022 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 4,604 Trupanion shares in Q2 2022, an estimated $410K.
  • YorkBridge Wealth Partners first reported a position in Trupanion in Q4 2021 and held it in 2 quarters.
  • YorkBridge Wealth Partners's Trupanion position peaked at $410K in Q1 2022.
  • 209 funds tracked by Wall St. Rank held Trupanion as of Q2 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2022, filed 15 Jul 2022.