TPWA
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TRUE Private Wealth Advisors’s Trimble TRMB Stock Holding History

TRUE Private 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
-100
Closed -$6K – 660
2020
Q4 		$6K Hold
100
– – ﹤0.01% 594
2020
Q3 		$4K Hold
100
– – ﹤0.01% 588
2020
Q2 		$4K Hold
100
– – ﹤0.01% 587
2020
Q1 		$3K Hold
100
– – ﹤0.01% 584
2019
Q4 		$4K Buy
+100
New +$3.98K ﹤0.01% 697
2019
Q3 		– Sell
-100
Closed -$4K – 671
2019
Q2 		$4K Buy
+100
New +$4.16K ﹤0.01% 665
2018
Q4 		– Sell
-231
Closed -$10K – 854
2018
Q3 		$10K Buy
+231
New +$9.03K ﹤0.01% 758

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