LPWM
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Lake Point Wealth Management’s Trimble TRMB Stock Holding History

Lake Point 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
2019
Q2 		$43K Hold
956
– – 0.01% 154
2019
Q1 		$43K Hold
956
– – 0.01% 154
2018
Q4 		$31K Buy
+956
New +$35.2K 0.01% 298

Other funds holding TRMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Lake Point Wealth Management's TRMB Position: Q2 2019 in Review

Lake Point Wealth Management held its Trimble (TRMB) position steady in Q2 2019 at 956 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #154.

Lake Point Wealth Management first reported a position in TRMB in Q4 2018 and has held it in 3 quarters since. 406 funds tracked by Wall St. Rank hold TRMB as of Q2 2019.

  • Lake Point Wealth Management held 956 shares of Trimble worth $43K as of Q2 2019.
  • Lake Point Wealth Management left its Trimble share count unchanged in Q2 2019.
  • Trimble made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #154 holding.
  • Lake Point Wealth Management first reported a position in Trimble in Q4 2018 and has held it in 3 quarters since.
  • 406 funds tracked by Wall St. Rank held Trimble as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.