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Avitas Wealth Management’s Trimble TRMB Stock Holding History

Avitas 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
2022
Q4 		– Sell
-6,546
Closed -$355K – 202
2022
Q3 		$355K Buy
6,546
+47
+0.7% +$2.97K 0.08% 154
2022
Q2 		$378K Buy
+6,499
New +$427K 0.08% 158
2022
Q1 		– Sell
-16,973
Closed -$1.48M – 218
2021
Q4 		$1.48M Buy
+16,973
New +$1.46M 0.25% 108

Other funds holding TRMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Avitas Wealth Management's TRMB Position: Q4 2022 in Review

Avitas Wealth Management sold out of Trimble (TRMB) in Q4 2022, closing a stake of 6,546 shares — an estimated $355K sold.

Avitas Wealth Management first reported a position in TRMB in Q4 2021 and held it in 3 quarters. The position peaked at $1.48M in Q4 2021. 593 funds tracked by Wall St. Rank hold TRMB as of Q4 2022.

  • Avitas Wealth Management reported no remaining Trimble position as of Q4 2022 after selling out during the quarter.
  • Avitas Wealth Management sold 6,546 Trimble shares in Q4 2022, an estimated $355K.
  • Avitas Wealth Management first reported a position in Trimble in Q4 2021 and held it in 3 quarters.
  • Avitas Wealth Management's Trimble position peaked at $1.48M in Q4 2021.
  • 593 funds tracked by Wall St. Rank held Trimble as of Q4 2022.

Based on Avitas Wealth Management's 13F filing for Q4 2022, filed 10 Jan 2023.