Phoenix Wealth Advisors’s Trimble TRMB Stock Holding History

Phoenix 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 Q4	–	Sell	-6,275	Closed	-$341K	–	118
2022 Q3	$341K	Sell	6,275 -437	-7%	-$27.6K	0.34%	66
2022 Q2	$391K	Buy	+6,712	New	+$441K	0.39%	53
2022 Q1	–	Sell	-7,792	Closed	-$679K	–	128
2021 Q4	$679K	Sell	7,792 -826	-10%	-$70.9K	0.51%	51
2021 Q3	$709K	Buy	8,618 +157	+2%	+$13.8K	0.53%	50
2021 Q2	$700K	Buy	+8,461	New	+$673K	0.51%	56

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Phoenix Wealth Advisors's TRMB Position: Q4 2022 in Review

Phoenix Wealth Advisors sold out of Trimble (TRMB) in Q4 2022, closing a stake of 6,275 shares — an estimated $341K sold.

Phoenix Wealth Advisors first reported a position in TRMB in Q2 2021 and held it in 5 quarters. The position peaked at $709K in Q3 2021. 593 funds tracked by Wall St. Rank hold TRMB as of Q4 2022.

Phoenix Wealth Advisors reported no remaining Trimble position as of Q4 2022 after selling out during the quarter.
Phoenix Wealth Advisors sold 6,275 Trimble shares in Q4 2022, an estimated $341K.
Phoenix Wealth Advisors first reported a position in Trimble in Q2 2021 and held it in 5 quarters.
Phoenix Wealth Advisors's Trimble position peaked at $709K in Q3 2021.
593 funds tracked by Wall St. Rank held Trimble as of Q4 2022.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.