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Regent Peak Wealth Advisors’s Trimble TRMB Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-25
Closed -$2K – 905
2020
Q4 		$2K Buy
+25
New +$1.44K ﹤0.01% 847

Other funds holding TRMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Regent Peak Wealth Advisors's TRMB Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Trimble (TRMB) in Q1 2021, closing a stake of 25 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in TRMB in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 545 funds tracked by Wall St. Rank hold TRMB as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Trimble position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 25 Trimble shares in Q1 2021, an estimated $2K.
  • Regent Peak Wealth Advisors first reported a position in Trimble in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Trimble position peaked at $2K in Q4 2020.
  • 545 funds tracked by Wall St. Rank held Trimble as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.