Aviso Wealth Management’s Trimble TRMB Stock Holding History

Aviso 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
2024 Q1	–	Sell	-6,344	Closed	-$338K	–	157
2023 Q4	$338K	Buy	+6,344	New	+$303K	0.24%	97

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Aviso Wealth Management's TRMB Position: Q1 2024 in Review

Aviso Wealth Management sold out of Trimble (TRMB) in Q1 2024, closing a stake of 6,344 shares — an estimated $338K sold.

Aviso Wealth Management first reported a position in TRMB in Q4 2023 and held it in 1 quarter. The position peaked at $338K in Q4 2023. 608 funds tracked by Wall St. Rank hold TRMB as of Q1 2024.

Aviso Wealth Management reported no remaining Trimble position as of Q1 2024 after selling out during the quarter.
Aviso Wealth Management sold 6,344 Trimble shares in Q1 2024, an estimated $338K.
Aviso Wealth Management first reported a position in Trimble in Q4 2023 and held it in 1 quarter.
Aviso Wealth Management's Trimble position peaked at $338K in Q4 2023.
608 funds tracked by Wall St. Rank held Trimble as of Q1 2024.

Based on Aviso Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.