Liberty Wealth Management’s Trimble TRMB Stock Holding History

Liberty 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
2021 Q4	–	Sell	-160	Closed	-$13K	–	1016
2021 Q3	$13K	Hold	160	–	–	﹤0.01%	772
2021 Q2	$13K	Sell	160 -240	-60%	-$19.1K	0.01%	604
2021 Q1	$27K	Hold	400	–	–	0.01%	408
2020 Q4	$27K	Hold	400	–	–	0.01%	405
2020 Q3	$19K	Hold	400	–	–	0.01%	412
2020 Q2	$17K	Sell	400 -33	-8%	-$1.24K	0.01%	407
2020 Q1	$14K	Sell	433 -440	-50%	-$17.2K	0.01%	418
2019 Q4	$36K	Hold	873	–	–	0.03%	316
2019 Q3	$34K	Hold	873	–	–	0.03%	306
2019 Q2	$39K	Sell	873 -268	-23%	-$11.1K	0.03%	291
2019 Q1	$46K	Buy	1,141 +33	+3%	+$1.25K	0.03%	209
2018 Q4	$36K	Buy	+1,108	New	+$40.8K	0.03%	232

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

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

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Liberty Wealth Management's TRMB Position: Q4 2021 in Review

Liberty Wealth Management sold out of Trimble (TRMB) in Q4 2021, closing a stake of 160 shares — an estimated $13K sold.

Liberty Wealth Management first reported a position in TRMB in Q4 2018 and held it in 12 quarters. The position peaked at $46K in Q1 2019. 654 funds tracked by Wall St. Rank hold TRMB as of Q4 2021.

Liberty Wealth Management reported no remaining Trimble position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 160 Trimble shares in Q4 2021, an estimated $13K.
Liberty Wealth Management first reported a position in Trimble in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Trimble position peaked at $46K in Q1 2019.
654 funds tracked by Wall St. Rank held Trimble as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.