CWA
TRMB icon

Clearview Wealth Advisors’s Trimble TRMB Stock Holding History

Clearview 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
Q2 		– Sell
-5,049
Closed -$325K – 118
2024
Q1 		$325K Sell
5,049
-9,622
-66% -$548K 0.33% 80
2023
Q4 		$780K Buy
14,671
+892
+6% +$42.5K 0.91% 39
2023
Q3 		$742K Buy
13,779
+595
+5% +$31.5K 0.92% 38
2023
Q2 		$698K Buy
13,184
+146
+1% +$7.14K 0.71% 43
2023
Q1 		$683K Buy
13,038
+13,024
+93,029% +$695K 0.69% 44
2022
Q4 		$708 Sell
14
-35
-71% -$1.95K ﹤0.01% 550
2022
Q3 		$3K Sell
49
-126
-72% -$7.97K ﹤0.01% 467
2022
Q2 		$10K Sell
175
-12
-6% -$788 0.01% 356
2022
Q1 		$13K Buy
187
+14
+8% +$997 0.01% 351
2021
Q4 		$15K Buy
173
+103
+147% +$8.85K 0.01% 368
2021
Q3 		$6K Buy
+70
New +$6.15K ﹤0.01% 489

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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return