AWM
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Accurate Wealth Management’s Trimble TRMB Stock Holding History

Accurate Wealth Management’s Portfolio TRMB Stock Details TRMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-40
Closed -$2.1K – 1353
2022
Q4 		$2.1K Buy
+40
New +$2.23K ﹤0.01% 1193

Other funds holding TRMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Accurate Wealth Management's TRMB Position: Q1 2023 in Review

Accurate Wealth Management sold out of Trimble (TRMB) in Q1 2023, closing a stake of 40 shares — an estimated $2.1K sold.

Accurate Wealth Management first reported a position in TRMB in Q4 2022 and held it in 1 quarter. The position peaked at $2.1K in Q4 2022. 591 funds tracked by Wall St. Rank hold TRMB as of Q1 2023.

  • Accurate Wealth Management reported no remaining Trimble position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 40 Trimble shares in Q1 2023, an estimated $2.1K.
  • Accurate Wealth Management first reported a position in Trimble in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Trimble position peaked at $2.1K in Q4 2022.
  • 591 funds tracked by Wall St. Rank held Trimble as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.