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SYSTM Wealth Solutions’s Trimble TRMB Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-16
Closed -$1.03K – 947
2024
Q1 		$1.03K Hold
16
– – ﹤0.01% 948
2023
Q4 		$852 Buy
+16
New +$763 ﹤0.01% 990
2023
Q1 		– Sell
-32,899
Closed -$1.66M – 525
2022
Q4 		$1.66M Buy
+32,899
New +$1.83M 0.21% 140

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
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

SYSTM Wealth Solutions's TRMB Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Trimble (TRMB) in Q2 2024, closing a stake of 16 shares — an estimated $1.03K sold.

SYSTM Wealth Solutions first reported a position in TRMB in Q4 2022 and held it in 3 quarters. The position peaked at $1.66M in Q4 2022. 632 funds tracked by Wall St. Rank hold TRMB as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Trimble position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 16 Trimble shares in Q2 2024, an estimated $1.03K.
  • SYSTM Wealth Solutions first reported a position in Trimble in Q4 2022 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Trimble position peaked at $1.66M in Q4 2022.
  • 632 funds tracked by Wall St. Rank held Trimble as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.