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 $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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return