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Focused Wealth Management’s Trimble TRMB Stock Holding History

Focused 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
2022
Q4 		– Sell
-12
Closed -$1K – 1174
2022
Q3 		$1K Hold
12
– – ﹤0.01% 904
2022
Q2 		$1K Hold
12
– – ﹤0.01% 879
2022
Q1 		$1K Hold
12
– – ﹤0.01% 941
2021
Q4 		$1K Hold
12
– – ﹤0.01% 934
2021
Q3 		$1K Hold
12
– – ﹤0.01% 944
2021
Q2 		$1K Buy
+12
New +$954 ﹤0.01% 896

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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

Focused Wealth Management's TRMB Position: Q4 2022 in Review

Focused Wealth Management sold out of Trimble (TRMB) in Q4 2022, closing a stake of 12 shares — an estimated $1K sold.

Focused Wealth Management first reported a position in TRMB in Q2 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 593 funds tracked by Wall St. Rank hold TRMB as of Q4 2022.

  • Focused Wealth Management reported no remaining Trimble position as of Q4 2022 after selling out during the quarter.
  • Focused Wealth Management sold 12 Trimble shares in Q4 2022, an estimated $1K.
  • Focused Wealth Management first reported a position in Trimble in Q2 2021 and held it in 6 quarters.
  • Focused Wealth Management's Trimble position peaked at $1K in Q3 2022.
  • 593 funds tracked by Wall St. Rank held Trimble as of Q4 2022.

Based on Focused Wealth Management's 13F filing for Q4 2022, filed 13 Jan 2023.