BRWA
TRMB icon

B. Riley Wealth Advisors’s Trimble TRMB Stock Holding History

B. Riley 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
2024
Q4 		$407K Buy
5,764
+1,737
+43% +$118K 0.01% 762
2024
Q3 		$249K Buy
4,027
+123
+3% +$6.87K 0.01% 1043
2024
Q2 		$218K Sell
3,904
-820
-17% -$47.3K 0.01% 1188
2024
Q1 		$254K Buy
4,724
+725
+18% +$41.3K 0.01% 1133
2023
Q4 		$213K Sell
3,999
-725
-15% -$34.6K 0.01% 1226
2023
Q3 		$254K Buy
4,724
+555
+13% +$29.4K 0.01% 1133
2023
Q2 		$221K Sell
4,169
-183
-4% -$8.95K 0.01% 1300
2023
Q1 		$228K Sell
4,352
-1,526
-26% -$81.4K 0.01% 1225
2022
Q4 		$297K Sell
5,878
-493
-8% -$27.4K 0.01% 1052
2022
Q3 		$348K Sell
6,371
-62
-1% -$3.92K 0.01% 933
2022
Q2 		$376K Buy
6,433
+192
+3% +$12.6K 0.02% 777
2022
Q1 		$451K Buy
6,241
+130
+2% +$9.26K 0.01% 802
2021
Q4 		$533K Sell
6,111
-277
-4% -$23.8K 0.02% 778
2021
Q3 		$526K Buy
6,388
+152
+2% +$13.3K 0.02% 758
2021
Q2 		$511K Buy
6,236
+2,968
+91% +$236K 0.02% 761
2021
Q1 		$255K Buy
+3,268
New +$236K 0.01% 1078
2015
Q1 		– Sell
-200
Closed -$5 – 1869
2014
Q4 		$5 Buy
+200
New +$5.64K ﹤0.01% 3167
2014
Q3 		– Sell
-206
Closed -$7.59K – 1780
2014
Q2 		$7.59K Buy
+206
New +$7.7K ﹤0.01% 1892

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

B. Riley Wealth Advisors's TRMB Position: Q4 2024 in Review

B. Riley Wealth Advisors increased its Trimble (TRMB) stake by 43% in Q4 2024, buying an estimated $118K and bringing the position to 5,764 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #762.

B. Riley Wealth Advisors first reported a position in TRMB in Q2 2014 and has held it in 18 quarters since. The position peaked at $533K in Q4 2021. 680 funds tracked by Wall St. Rank hold TRMB as of Q4 2024.

  • B. Riley Wealth Advisors held 5,764 shares of Trimble worth $407K as of Q4 2024.
  • B. Riley Wealth Advisors bought 1,737 Trimble shares in Q4 2024, an estimated $118K.
  • Trimble made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #762 holding.
  • B. Riley Wealth Advisors first reported a position in Trimble in Q2 2014 and has held it in 18 quarters since.
  • B. Riley Wealth Advisors's Trimble position peaked at $533K in Q4 2021.
  • 680 funds tracked by Wall St. Rank held Trimble as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.