HWMA
TRMB icon

Heritage Wealth Management (Arizona)’s Trimble TRMB Stock Holding History

Heritage Wealth Management (Arizona)’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 		$1.21K Buy
24
+12
+100% +$668 ﹤0.01% 1014
2022
Q3 		$1K Buy
+12
New +$759 ﹤0.01% 982

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

Heritage Wealth Management (Arizona)'s TRMB Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Trimble (TRMB) stake by 100% in Q4 2022, buying an estimated $668 and bringing the position to 24 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Heritage Wealth Management (Arizona) first reported a position in TRMB in Q3 2022 and has held it in 2 quarters since. 593 funds tracked by Wall St. Rank hold TRMB as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 24 shares of Trimble worth $1.21K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 12 Trimble shares in Q4 2022, an estimated $668.
  • Trimble made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1014 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Trimble in Q3 2022 and has held it in 2 quarters since.
  • 593 funds tracked by Wall St. Rank held Trimble as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.