CWP
TRMB icon

Concord Wealth Partners’s Trimble TRMB Stock Holding History

Concord 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
2023
Q4 		– Sell
-27
Closed -$1.45K – 1014
2023
Q3 		$1.45K Sell
27
-15
-36% -$795 ﹤0.01% 912
2023
Q2 		$2.22K Hold
42
– – ﹤0.01% 853
2023
Q1 		$2.2K Sell
42
-51
-55% -$2.72K ﹤0.01% 797
2022
Q4 		$4.7K Buy
+93
New +$5.18K ﹤0.01% 777
2022
Q3 		– Sell
-236
Closed -$14K – 1063
2022
Q2 		$14K Sell
236
-1,966
-89% -$129K ﹤0.01% 622
2022
Q1 		$159K Sell
2,202
-137
-6% -$9.76K 0.04% 220
2021
Q4 		$204K Buy
2,339
+1,951
+503% +$168K 0.05% 185
2021
Q3 		$32K Sell
388
-1,535
-80% -$135K 0.01% 297
2021
Q2 		$157K Buy
1,923
+544
+39% +$43.2K 0.05% 166
2021
Q1 		$107K Buy
+1,379
New +$99.6K 0.04% 207

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
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