WAM
TRMB icon

Wealthspire Advisors (Maryland)’s Trimble TRMB Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,775
Closed -$72K – 1900
2019
Q1 		$72K Buy
1,775
+14
+0.8% +$531 0.01% 761
2018
Q4 		$58K Sell
1,761
-155
-8% -$5.7K 0.01% 801
2018
Q3 		$83K Sell
1,916
-32
-2% -$1.25K 0.01% 764
2018
Q2 		$64K Sell
1,948
-177
-8% -$6.14K 0.01% 892
2018
Q1 		$76K Sell
2,125
-77
-3% -$3.1K 0.01% 817
2017
Q4 		$89K Sell
2,202
-170
-7% -$6.97K 0.01% 763
2017
Q3 		$93K Sell
2,372
-15
-0.6% -$571 0.01% 744
2017
Q2 		$85K Buy
2,387
+794
+50% +$27.6K 0.01% 751
2017
Q1 		$51K Buy
1,593
+38
+2% +$1.18K 0.01% 795
2016
Q4 		$47K Buy
1,555
+1,535
+7,675% +$44K 0.01% 788
2016
Q3 		$1K Hold
20
– – ﹤0.01% 1663
2016
Q2 		$0 Hold
20
– – ﹤0.01% 1804
2016
Q1 		$0 Hold
20
– – ﹤0.01% 1840
2015
Q4 		$0 Buy
+20
New +$416 ﹤0.01% 1770

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State Street
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return