NWMG
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National Wealth Management Group’s Trimble TRMB Stock Holding History

National Wealth Management Group’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
2023
Q2 		– Sell
-5,376
Closed -$251K – 170
2023
Q1 		$251K Sell
5,376
-235
-4% -$12.5K 0.29% 113
2022
Q4 		$284K Sell
5,611
-117
-2% -$6.51K 0.34% 94
2022
Q3 		$311K Buy
+5,728
New +$362K 0.4% 80

Other funds holding TRMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

National Wealth Management Group's TRMB Position: Q2 2023 in Review

National Wealth Management Group sold out of Trimble (TRMB) in Q2 2023, closing a stake of 5,376 shares — an estimated $251K sold.

National Wealth Management Group first reported a position in TRMB in Q3 2022 and held it in 3 quarters. The position peaked at $311K in Q3 2022. 557 funds tracked by Wall St. Rank hold TRMB as of Q2 2023.

  • National Wealth Management Group reported no remaining Trimble position as of Q2 2023 after selling out during the quarter.
  • National Wealth Management Group sold 5,376 Trimble shares in Q2 2023, an estimated $251K.
  • National Wealth Management Group first reported a position in Trimble in Q3 2022 and held it in 3 quarters.
  • National Wealth Management Group's Trimble position peaked at $311K in Q3 2022.
  • 557 funds tracked by Wall St. Rank held Trimble as of Q2 2023.

Based on National Wealth Management Group's 13F filing for Q2 2023, filed 10 Aug 2023.