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Fortitude Advisory Group’s Trimble TRMB Stock Holding History

Fortitude Advisory Group’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
-3,723
Closed -$201K – 230
2023
Q3 		$201K Buy
+3,723
New +$197K 0.14% 178

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

Fortitude Advisory Group's TRMB Position: Q4 2023 in Review

Fortitude Advisory Group sold out of Trimble (TRMB) in Q4 2023, closing a stake of 3,723 shares — an estimated $201K sold.

Fortitude Advisory Group first reported a position in TRMB in Q3 2023 and held it in 1 quarter. The position peaked at $201K in Q3 2023. 573 funds tracked by Wall St. Rank hold TRMB as of Q4 2023.

  • Fortitude Advisory Group reported no remaining Trimble position as of Q4 2023 after selling out during the quarter.
  • Fortitude Advisory Group sold 3,723 Trimble shares in Q4 2023, an estimated $201K.
  • Fortitude Advisory Group first reported a position in Trimble in Q3 2023 and held it in 1 quarter.
  • Fortitude Advisory Group's Trimble position peaked at $201K in Q3 2023.
  • 573 funds tracked by Wall St. Rank held Trimble as of Q4 2023.

Based on Fortitude Advisory Group's 13F filing for Q4 2023, filed 6 Feb 2024.