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Financial Synergies Wealth Advisors’s Trimble TRMB Stock Holding History

Financial Synergies 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
Q1 		– Sell
-26
Closed -$1.31K – 552
2023
Q4 		$1.31K Buy
+26
New +$1.24K ﹤0.01% 298
2023
Q2 		– Sell
-30
Closed -$1.57K – 535
2023
Q1 		$1.57K Buy
30
+4
+15% +$213 ﹤0.01% 324
2022
Q4 		$1.31K Buy
+26
New +$1.45K ﹤0.01% 298

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Financial Synergies Wealth Advisors's TRMB Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of Trimble (TRMB) in Q1 2024, closing a stake of 26 shares — an estimated $1.31K sold.

Financial Synergies Wealth Advisors first reported a position in TRMB in Q4 2022 and held it in 3 quarters. The position peaked at $1.57K in Q1 2023. 608 funds tracked by Wall St. Rank hold TRMB as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining Trimble position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 26 Trimble shares in Q1 2024, an estimated $1.31K.
  • Financial Synergies Wealth Advisors first reported a position in Trimble in Q4 2022 and held it in 3 quarters.
  • Financial Synergies Wealth Advisors's Trimble position peaked at $1.57K in Q1 2023.
  • 608 funds tracked by Wall St. Rank held Trimble as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.