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

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

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

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

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

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Clearview Wealth Advisors's TRMB Position: Q2 2024 in Review

Clearview Wealth Advisors sold out of Trimble (TRMB) in Q2 2024, closing a stake of 5,049 shares — an estimated $325K sold.

Clearview Wealth Advisors first reported a position in TRMB in Q3 2021 and held it in 11 quarters. The position peaked at $780K in Q4 2023. 633 funds tracked by Wall St. Rank hold TRMB as of Q2 2024.

Clearview Wealth Advisors reported no remaining Trimble position as of Q2 2024 after selling out during the quarter.
Clearview Wealth Advisors sold 5,049 Trimble shares in Q2 2024, an estimated $325K.
Clearview Wealth Advisors first reported a position in Trimble in Q3 2021 and held it in 11 quarters.
Clearview Wealth Advisors's Trimble position peaked at $780K in Q4 2023.
633 funds tracked by Wall St. Rank held Trimble as of Q2 2024.

Based on Clearview Wealth Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.