Amplius Wealth Advisors’s Trimble TRMB Stock Holding History

Amplius Wealth Advisors’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
2022 Q1	–	Sell	-72	Closed	-$6K	–	827
2021 Q4	$6K	Buy	+72	New	+$6.18K	﹤0.01%	695

Other funds holding TRMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Amplius Wealth Advisors's TRMB Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Trimble (TRMB) in Q1 2022, closing a stake of 72 shares — an estimated $6K sold.

Amplius Wealth Advisors first reported a position in TRMB in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 595 funds tracked by Wall St. Rank hold TRMB as of Q1 2022.

Amplius Wealth Advisors reported no remaining Trimble position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 72 Trimble shares in Q1 2022, an estimated $6K.
Amplius Wealth Advisors first reported a position in Trimble in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Trimble position peaked at $6K in Q4 2021.
595 funds tracked by Wall St. Rank held Trimble as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.