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Beaird Harris Wealth Management’s Trimble TRMB Stock Holding History

Beaird Harris 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
Q3 		– Sell
-26
Closed -$1.44K – 694
2024
Q2 		$1.44K Buy
+26
New +$1.5K ﹤0.01% 566
2023
Q1 		– Sell
-12
Closed -$607 – 728
2022
Q4 		$607 Buy
+12
New +$668 ﹤0.01% 684

Other funds holding TRMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

Beaird Harris Wealth Management's TRMB Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Trimble (TRMB) in Q3 2024, closing a stake of 26 shares — an estimated $1.44K sold.

Beaird Harris Wealth Management first reported a position in TRMB in Q4 2022 and held it in 2 quarters. The position peaked at $1.44K in Q2 2024. 619 funds tracked by Wall St. Rank hold TRMB as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining Trimble position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 26 Trimble shares in Q3 2024, an estimated $1.44K.
  • Beaird Harris Wealth Management first reported a position in Trimble in Q4 2022 and held it in 2 quarters.
  • Beaird Harris Wealth Management's Trimble position peaked at $1.44K in Q2 2024.
  • 619 funds tracked by Wall St. Rank held Trimble as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.