9258 Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

9258 Wealth Management’s Portfolio TMO Stock Details TMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$611K	Buy	988 +205	+26%	+$121K	0.09%	178
2024 Q2	$433K	Sell	783 -5	-0.6%	-$2.86K	0.07%	214
2024 Q1	$458K	Buy	788 +17	+2%	+$9.54K	0.07%	207
2023 Q4	$409K	Buy	771 +1	+0.1%	+$484	0.07%	207
2023 Q3	$390K	Sell	770 -18	-2%	-$9.59K	0.08%	209
2023 Q2	$411K	Sell	788 -27	-3%	-$14.6K	0.08%	209
2023 Q1	$470K	Buy	815 +87	+12%	+$49K	0.09%	184
2022 Q4	$401K	Sell	728 -139	-16%	-$73.7K	0.09%	205
2022 Q3	$440K	Buy	867 +33	+4%	+$18.5K	0.11%	180
2022 Q2	$453K	Sell	834 -92	-10%	-$50.6K	0.12%	185
2022 Q1	$547K	Buy	926 +134	+17%	+$77K	0.13%	176
2021 Q4	$528K	Buy	792 +75	+10%	+$46.8K	0.12%	188
2021 Q3	$410K	Buy	717 +61	+9%	+$33.5K	0.11%	200
2021 Q2	$331K	Sell	656 -8	-1%	-$3.77K	0.09%	240
2021 Q1	$303K	Buy	+664	New	+$317K	0.09%	245

Other funds holding TMO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

9258 Wealth Management's TMO Position: Q3 2024 in Review

9258 Wealth Management increased its Thermo Fisher Scientific (TMO) stake by 26% in Q3 2024, buying an estimated $121K and bringing the position to 988 shares worth $611K. The position accounts for 0.09% of the portfolio, ranked #178.

9258 Wealth Management first reported a position in TMO in Q1 2021 and has held it in 15 quarters since. 2,568 funds tracked by Wall St. Rank hold TMO as of Q3 2024.

9258 Wealth Management held 988 shares of Thermo Fisher Scientific worth $611K as of Q3 2024.
9258 Wealth Management bought 205 Thermo Fisher Scientific shares in Q3 2024, an estimated $121K.
Thermo Fisher Scientific made up 0.09% of 9258 Wealth Management's portfolio in Q3 2024, its #178 holding.
9258 Wealth Management first reported a position in Thermo Fisher Scientific in Q1 2021 and has held it in 15 quarters since.
2,568 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.