Valeo Financial Advisors’s Trimble TRMB Stock Holding History

Valeo Financial 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 Q2	–	Sell	-189	Closed	-$19K	–	1714
2021 Q1	$19K	Buy	189 +6	+3%	+$433	﹤0.01%	1186
2020 Q4	$19K	Buy	+183	New	+$10.5K	﹤0.01%	1041
2018 Q2	–	Sell	-467	Closed	-$17K	–	1751
2018 Q1	$17K	Buy	467 +324	+227%	+$13.1K	﹤0.01%	769
2017 Q4	$6K	Sell	143 -1,517	-91%	-$62.2K	﹤0.01%	983
2017 Q3	$65K	Buy	+1,660	New	+$63.2K	0.01%	365

Other funds holding TRMB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Valeo Financial Advisors's TRMB Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Trimble (TRMB) in Q2 2021, closing a stake of 189 shares — an estimated $19K sold.

Valeo Financial Advisors first reported a position in TRMB in Q3 2017 and held it in 5 quarters. The position peaked at $65K in Q3 2017. 563 funds tracked by Wall St. Rank hold TRMB as of Q2 2021.

Valeo Financial Advisors reported no remaining Trimble position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 189 Trimble shares in Q2 2021, an estimated $19K.
Valeo Financial Advisors first reported a position in Trimble in Q3 2017 and held it in 5 quarters.
Valeo Financial Advisors's Trimble position peaked at $65K in Q3 2017.
563 funds tracked by Wall St. Rank held Trimble as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.