Baker Tilly Wealth Management’s Trimble TRMB Stock Holding History

Baker Tilly 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
2023 Q2	–	Sell	-6,570	Closed	-$344K	–	575
2023 Q1	$344K	Buy	6,570 +854	+15%	+$45.6K	0.04%	422
2022 Q4	$289K	Sell	5,716 -998	-15%	-$55.6K	0.04%	443
2022 Q3	$364K	Sell	6,714 -50	-0.7%	-$3.16K	0.05%	371
2022 Q2	$394K	Buy	+6,764	New	+$444K	0.05%	360

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

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

Baker Tilly Wealth Management's TRMB Position: Q2 2023 in Review

Baker Tilly Wealth Management sold out of Trimble (TRMB) in Q2 2023, closing a stake of 6,570 shares — an estimated $344K sold.

Baker Tilly Wealth Management first reported a position in TRMB in Q2 2022 and held it in 4 quarters. The position peaked at $394K in Q2 2022. 557 funds tracked by Wall St. Rank hold TRMB as of Q2 2023.

Baker Tilly Wealth Management reported no remaining Trimble position as of Q2 2023 after selling out during the quarter.
Baker Tilly Wealth Management sold 6,570 Trimble shares in Q2 2023, an estimated $344K.
Baker Tilly Wealth Management first reported a position in Trimble in Q2 2022 and held it in 4 quarters.
Baker Tilly Wealth Management's Trimble position peaked at $394K in Q2 2022.
557 funds tracked by Wall St. Rank held Trimble as of Q2 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2023, filed 20 Jul 2023.