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TCI Wealth Advisors’s Trimble TRMB Stock Holding History

TCI 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
Q2 		– Sell
-17
Closed -$892 – 2072
2023
Q1 		$892 Buy
17
+3
+21% +$160 ﹤0.01% 2128
2022
Q4 		$708 Sell
14
-364
-96% -$20.3K ﹤0.01% 2173
2022
Q3 		$21K Buy
378
+6
+2% +$380 ﹤0.01% 644
2022
Q2 		$22K Buy
372
+362
+3,620% +$23.8K ﹤0.01% 616
2022
Q1 		$1K Sell
10
-116
-92% -$8.26K ﹤0.01% 2154
2021
Q4 		$11K Buy
126
+2
+2% +$172 ﹤0.01% 1119
2021
Q3 		$10K Buy
124
+4
+3% +$351 ﹤0.01% 1124
2021
Q2 		$10K Buy
120
+66
+122% +$5.25K ﹤0.01% 983
2021
Q1 		$4K Buy
54
+44
+440% +$3.18K ﹤0.01% 1428
2020
Q4 		$1K Hold
10
– – ﹤0.01% 1461
2020
Q3 		$0 Buy
+10
New +$478 ﹤0.01% 1665
2020
Q1 		– Sell
-10
Closed – – 1765
2019
Q4 		$0 Hold
10
– – ﹤0.01% 1682
2019
Q3 		$0 Hold
10
– – ﹤0.01% 1627
2019
Q2 		$0 Hold
10
– – ﹤0.01% 1552
2019
Q1 		$0 Hold
10
– – ﹤0.01% 1554
2018
Q4 		$0 Sell
10
-11
-52% -$405 ﹤0.01% 1653
2018
Q3 		$1K Sell
21
-39
-65% -$1.52K ﹤0.01% 1335
2018
Q2 		$2K Buy
+60
New +$2.08K ﹤0.01% 1149

Other funds holding TRMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

TCI Wealth Advisors's TRMB Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Trimble (TRMB) in Q2 2023, closing a stake of 17 shares — an estimated $892 sold.

TCI Wealth Advisors first reported a position in TRMB in Q2 2018 and held it in 18 quarters. The position peaked at $22K in Q2 2022. 557 funds tracked by Wall St. Rank hold TRMB as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Trimble position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 17 Trimble shares in Q2 2023, an estimated $892.
  • TCI Wealth Advisors first reported a position in Trimble in Q2 2018 and held it in 18 quarters.
  • TCI Wealth Advisors's Trimble position peaked at $22K in Q2 2022.
  • 557 funds tracked by Wall St. Rank held Trimble as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.