CFM Wealth Partners’s Trimble TRMB Stock Holding History

CFM Wealth Partners’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
2020 Q1	–	Sell	-280	Closed	-$12K	–	578
2019 Q4	$12K	Buy	+280	New	+$11.1K	﹤0.01%	407

Other funds holding TRMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

CFM Wealth Partners's TRMB Position: Q1 2020 in Review

CFM Wealth Partners sold out of Trimble (TRMB) in Q1 2020, closing a stake of 280 shares — an estimated $12K sold.

CFM Wealth Partners first reported a position in TRMB in Q4 2019 and held it in 1 quarter. The position peaked at $12K in Q4 2019. 400 funds tracked by Wall St. Rank hold TRMB as of Q1 2020.

CFM Wealth Partners reported no remaining Trimble position as of Q1 2020 after selling out during the quarter.
CFM Wealth Partners sold 280 Trimble shares in Q1 2020, an estimated $12K.
CFM Wealth Partners first reported a position in Trimble in Q4 2019 and held it in 1 quarter.
CFM Wealth Partners's Trimble position peaked at $12K in Q4 2019.
400 funds tracked by Wall St. Rank held Trimble as of Q1 2020.

Based on CFM Wealth Partners's 13F filing for Q1 2020, filed 12 May 2020.