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Sutton Wealth Advisors’s Trimble TRMB Stock Holding History

Sutton 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
2023
Q3 		$4.85K Hold
90
– – ﹤0.01% 590
2023
Q2 		$4.76K Buy
+90
New +$4.4K ﹤0.01% 577
2022
Q4 		– Sell
-28
Closed -$1.52K – 1710
2022
Q3 		$1.52K Buy
28
+26
+1,300% +$1.65K ﹤0.01% 1217
2022
Q2 		$116 Sell
2
-8
-80% -$525 ﹤0.01% 1607
2022
Q1 		$721 Buy
10
+8
+400% +$570 ﹤0.01% 1420
2021
Q4 		$174 Hold
2
– – ﹤0.01% 1646
2021
Q3 		$165 Buy
+2
New +$176 ﹤0.01% 1301

Other funds holding TRMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Sutton Wealth Advisors's TRMB Position: Q3 2023 in Review

Sutton Wealth Advisors held its Trimble (TRMB) position steady in Q3 2023 at 90 shares worth $4.85K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Sutton Wealth Advisors first reported a position in TRMB in Q3 2021 and has held it in 7 quarters since. 578 funds tracked by Wall St. Rank hold TRMB as of Q3 2023.

  • Sutton Wealth Advisors held 90 shares of Trimble worth $4.85K as of Q3 2023.
  • Sutton Wealth Advisors left its Trimble share count unchanged in Q3 2023.
  • Trimble made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #590 holding.
  • Sutton Wealth Advisors first reported a position in Trimble in Q3 2021 and has held it in 7 quarters since.
  • 578 funds tracked by Wall St. Rank held Trimble as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.