Grey Fox Wealth Advisors’s Trimble TRMB Stock Holding History

Grey Fox 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
2023 Q2	–	Sell	-16	Closed	-$839	–	469
2023 Q1	$839	Buy	+16	New	+$854	﹤0.01%	472

Other funds holding TRMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Grey Fox Wealth Advisors's TRMB Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of Trimble (TRMB) in Q2 2023, closing a stake of 16 shares — an estimated $839 sold.

Grey Fox Wealth Advisors first reported a position in TRMB in Q1 2023 and held it in 1 quarter. The position peaked at $839 in Q1 2023. 557 funds tracked by Wall St. Rank hold TRMB as of Q2 2023.

Grey Fox Wealth Advisors reported no remaining Trimble position as of Q2 2023 after selling out during the quarter.
Grey Fox Wealth Advisors sold 16 Trimble shares in Q2 2023, an estimated $839.
Grey Fox Wealth Advisors first reported a position in Trimble in Q1 2023 and held it in 1 quarter.
Grey Fox Wealth Advisors's Trimble position peaked at $839 in Q1 2023.
557 funds tracked by Wall St. Rank held Trimble as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.