WAP
TRMB icon

Wealthcare Advisory Partners’s Trimble TRMB Stock Holding History

Wealthcare Advisory Partners’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
-15
Closed -$1K – 1752
2021
Q1 		$1K Buy
+15
New +$1.08K ﹤0.01% 2022
2018
Q1 		– Sell
-360
Closed -$15K – 1246
2017
Q4 		$15K Buy
+360
New +$14.8K ﹤0.01% 597

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthcare Advisory Partners's TRMB Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Trimble (TRMB) in Q2 2021, closing a stake of 15 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in TRMB in Q4 2017 and held it in 2 quarters. The position peaked at $15K in Q4 2017. 561 funds tracked by Wall St. Rank hold TRMB as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Trimble position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 15 Trimble shares in Q2 2021, an estimated $1K.
  • Wealthcare Advisory Partners first reported a position in Trimble in Q4 2017 and held it in 2 quarters.
  • Wealthcare Advisory Partners's Trimble position peaked at $15K in Q4 2017.
  • 561 funds tracked by Wall St. Rank held Trimble as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.