PRW Wealth Management’s Trimble TRMB Stock Holding History

PRW 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
2022 Q1	–	Sell	-2,473	Closed	-$216K	–	125
2021 Q4	$216K	Buy	+2,473	New	+$212K	0.1%	100

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

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

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

Select Equity Group New York $19.5B AUM 17.33% 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

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

PRW Wealth Management's TRMB Position: Q1 2022 in Review

PRW Wealth Management sold out of Trimble (TRMB) in Q1 2022, closing a stake of 2,473 shares — an estimated $216K sold.

PRW Wealth Management first reported a position in TRMB in Q4 2021 and held it in 1 quarter. The position peaked at $216K in Q4 2021. 595 funds tracked by Wall St. Rank hold TRMB as of Q1 2022.

PRW Wealth Management reported no remaining Trimble position as of Q1 2022 after selling out during the quarter.
PRW Wealth Management sold 2,473 Trimble shares in Q1 2022, an estimated $216K.
PRW Wealth Management first reported a position in Trimble in Q4 2021 and held it in 1 quarter.
PRW Wealth Management's Trimble position peaked at $216K in Q4 2021.
595 funds tracked by Wall St. Rank held Trimble as of Q1 2022.

Based on PRW Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.