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BRWA
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
Shares
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
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
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
GIM
Generation Investment Management
London, United Kingdom
$11.2B AUM
0.58%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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