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Wealthcare Capital Management’s Trimble TRMB Stock Holding History

Wealthcare Capital Management’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
-20
Closed -$2K – 614
2021
Q1 		$2K Buy
+20
New +$1.45K ﹤0.01% 605
2020
Q1 		– Sell
-21
Closed -$1K – 607
2019
Q4 		$1K Buy
+21
New +$835 ﹤0.01% 655

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Primecap Management
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealthcare Capital Management's TRMB Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Trimble (TRMB) in Q2 2021, closing a stake of 20 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in TRMB in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 563 funds tracked by Wall St. Rank hold TRMB as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Trimble position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 20 Trimble shares in Q2 2021, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Trimble in Q4 2019 and held it in 2 quarters.
  • Wealthcare Capital Management's Trimble position peaked at $2K in Q1 2021.
  • 563 funds tracked by Wall St. Rank held Trimble as of Q2 2021.

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