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Personal Wealth Partners’s Trimble TRMB Stock Holding History

Personal Wealth Partners’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
2020
Q1 		– Sell
-14
Closed -$1K – 556
2019
Q4 		$1K Hold
14
– – ﹤0.01% 476
2019
Q3 		$1K Buy
+14
New +$563 ﹤0.01% 487

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GIM
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Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
State Street
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Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Personal Wealth Partners's TRMB Position: Q1 2020 in Review

Personal Wealth Partners sold out of Trimble (TRMB) in Q1 2020, closing a stake of 14 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in TRMB in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 400 funds tracked by Wall St. Rank hold TRMB as of Q1 2020.

  • Personal Wealth Partners reported no remaining Trimble position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 14 Trimble shares in Q1 2020, an estimated $1K.
  • Personal Wealth Partners first reported a position in Trimble in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Trimble position peaked at $1K in Q4 2019.
  • 400 funds tracked by Wall St. Rank held Trimble as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.