WealthPLAN Partners’s Trimble TRMB Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-35	Closed	-$1.85K	–	1090
2023 Q2	$1.85K	Hold	35	–	–	﹤0.01%	1088
2023 Q1	$1.83K	Buy	+35	New	+$1.87K	﹤0.01%	1142

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

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

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

WealthPLAN Partners's TRMB Position: Q3 2023 in Review

WealthPLAN Partners sold out of Trimble (TRMB) in Q3 2023, closing a stake of 35 shares — an estimated $1.85K sold.

WealthPLAN Partners first reported a position in TRMB in Q1 2023 and held it in 2 quarters. The position peaked at $1.85K in Q2 2023. 579 funds tracked by Wall St. Rank hold TRMB as of Q3 2023.

WealthPLAN Partners reported no remaining Trimble position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 35 Trimble shares in Q3 2023, an estimated $1.85K.
WealthPLAN Partners first reported a position in Trimble in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Trimble position peaked at $1.85K in Q2 2023.
579 funds tracked by Wall St. Rank held Trimble as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.