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Cypress Point Wealth Management’s Trimble TRMB Stock Holding History

Cypress Point 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
2021
Q1 		– Sell
-3,900
Closed -$260K – 187
2020
Q4 		$260K Buy
+3,900
New +$224K 0.4% 75

Other funds holding TRMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Cypress Point Wealth Management's TRMB Position: Q1 2021 in Review

Cypress Point Wealth Management sold out of Trimble (TRMB) in Q1 2021, closing a stake of 3,900 shares — an estimated $260K sold.

Cypress Point Wealth Management first reported a position in TRMB in Q4 2020 and held it in 1 quarter. The position peaked at $260K in Q4 2020. 545 funds tracked by Wall St. Rank hold TRMB as of Q1 2021.

  • Cypress Point Wealth Management reported no remaining Trimble position as of Q1 2021 after selling out during the quarter.
  • Cypress Point Wealth Management sold 3,900 Trimble shares in Q1 2021, an estimated $260K.
  • Cypress Point Wealth Management first reported a position in Trimble in Q4 2020 and held it in 1 quarter.
  • Cypress Point Wealth Management's Trimble position peaked at $260K in Q4 2020.
  • 545 funds tracked by Wall St. Rank held Trimble as of Q1 2021.

Based on Cypress Point Wealth Management's 13F filing for Q1 2021, filed 7 May 2021.