Atria Wealth Solutions’s Trimble TRMB Stock Holding History

Atria Wealth Solutions’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
2024 Q2	–	Sell	-4,675	Closed	-$301K	–	2065
2024 Q1	$301K	Sell	4,675 -381	-8%	-$21.7K	﹤0.01%	1553
2023 Q4	$269K	Buy	5,056 +697	+16%	+$33.2K	﹤0.01%	1575
2023 Q3	$235K	Buy	+4,359	New	+$231K	﹤0.01%	1579
2023 Q2	–	Sell	-5,082	Closed	-$266K	–	1989
2023 Q1	$266K	Buy	5,082 +35	+0.7%	+$1.87K	﹤0.01%	1489
2022 Q4	$255K	Buy	+5,047	New	+$281K	﹤0.01%	1454

Other funds holding TRMB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Atria Wealth Solutions's TRMB Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Trimble (TRMB) in Q2 2024, closing a stake of 4,675 shares — an estimated $301K sold.

Atria Wealth Solutions first reported a position in TRMB in Q4 2022 and held it in 5 quarters. The position peaked at $301K in Q1 2024. 633 funds tracked by Wall St. Rank hold TRMB as of Q2 2024.

Atria Wealth Solutions reported no remaining Trimble position as of Q2 2024 after selling out during the quarter.
Atria Wealth Solutions sold 4,675 Trimble shares in Q2 2024, an estimated $301K.
Atria Wealth Solutions first reported a position in Trimble in Q4 2022 and held it in 5 quarters.
Atria Wealth Solutions's Trimble position peaked at $301K in Q1 2024.
633 funds tracked by Wall St. Rank held Trimble as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.