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Motive Wealth Advisors’s Trimble TRMB Stock Holding History

Motive 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
2022
Q3 		– Sell
-6,681
Closed -$389K – 83
2022
Q2 		$389K Buy
6,681
+979
+17% +$64.3K 0.31% 51
2022
Q1 		$411K Buy
+5,702
New +$406K 0.28% 61

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
State Street
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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Motive Wealth Advisors's TRMB Position: Q3 2022 in Review

Motive Wealth Advisors sold out of Trimble (TRMB) in Q3 2022, closing a stake of 6,681 shares — an estimated $389K sold.

Motive Wealth Advisors first reported a position in TRMB in Q1 2022 and held it in 2 quarters. The position peaked at $411K in Q1 2022. 575 funds tracked by Wall St. Rank hold TRMB as of Q3 2022.

  • Motive Wealth Advisors reported no remaining Trimble position as of Q3 2022 after selling out during the quarter.
  • Motive Wealth Advisors sold 6,681 Trimble shares in Q3 2022, an estimated $389K.
  • Motive Wealth Advisors first reported a position in Trimble in Q1 2022 and held it in 2 quarters.
  • Motive Wealth Advisors's Trimble position peaked at $411K in Q1 2022.
  • 575 funds tracked by Wall St. Rank held Trimble as of Q3 2022.

Based on Motive Wealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.