ARS Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History

ARS Wealth Advisors’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
2021 Q2	$715K	Sell	1,417 -102	-7%	-$48.1K	0.13%	62
2021 Q1	$693K	Sell	1,519 -60	-4%	-$28.6K	0.15%	56
2020 Q4	$736K	Buy	1,579 +35	+2%	+$16.4K	0.16%	53
2020 Q3	$682K	Sell	1,544 -228	-13%	-$94.2K	0.19%	49
2020 Q2	$642K	Sell	1,772 -130	-7%	-$43.6K	0.2%	53
2020 Q1	$539K	Hold	1,902	–	–	0.23%	50
2019 Q4	$618K	Hold	1,902	–	–	0.18%	56
2019 Q3	$554K	Hold	1,902	–	–	0.18%	57
2019 Q2	$559K	Sell	1,902 -15	-0.8%	-$4.13K	0.18%	58
2019 Q1	$525K	Sell	1,917 -435	-18%	-$108K	0.17%	65
2018 Q4	$526K	Hold	2,352	–	–	0.19%	63
2018 Q3	$574K	Hold	2,352	–	–	0.19%	65
2018 Q2	$487K	Hold	2,352	–	–	0.18%	61
2018 Q1	$486K	Hold	2,352	–	–	0.18%	69
2017 Q4	$447K	Sell	2,352 -43	-2%	-$8.24K	0.17%	79
2017 Q3	$453K	Hold	2,395	–	–	0.18%	72
2017 Q2	$418K	Buy	2,395 +1	+0%	+$168	0.17%	72
2017 Q1	$368K	Sell	2,394 -562	-19%	-$85.9K	0.16%	75
2016 Q4	$417K	Sell	2,956 -847	-22%	-$125K	0.19%	57
2016 Q3	$605K	Buy	3,803 +10	+0.3%	+$1.54K	0.26%	46
2016 Q2	$560K	Buy	3,793 +793	+26%	+$117K	0.24%	43
2016 Q1	$425K	Hold	3,000	–	–	0.2%	48
2015 Q4	$426K	Hold	3,000	–	–	0.22%	47
2015 Q3	$367K	Hold	3,000	–	–	0.19%	46
2015 Q2	$389K	Hold	3,000	–	–	0.17%	46
2015 Q1	$403K	Hold	3,000	–	–	0.17%	45
2014 Q4	$376K	Hold	3,000	–	–	0.16%	46
2014 Q3	$365K	Hold	3,000	–	–	0.17%	45
2014 Q2	$354K	Hold	3,000	–	–	0.17%	43
2014 Q1	$361K	Sell	3,000 -1,000	-25%	-$119K	0.22%	36
2013 Q4	$445K	Buy	+4,000	New	+$398K	0.27%	34

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

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

ARS Wealth Advisors's TMO Position: Q2 2021 in Review

ARS Wealth Advisors reduced its Thermo Fisher Scientific (TMO) stake by 6.7% in Q2 2021, selling an estimated $48.1K and leaving 1,417 shares worth $715K. The position accounts for 0.13% of the portfolio, ranked #62.

ARS Wealth Advisors first reported a position in TMO in Q4 2013 and has held it in 31 quarters since. The position peaked at $736K in Q4 2020. 2,075 funds tracked by Wall St. Rank hold TMO as of Q2 2021.

ARS Wealth Advisors held 1,417 shares of Thermo Fisher Scientific worth $715K as of Q2 2021.
ARS Wealth Advisors sold 102 Thermo Fisher Scientific shares in Q2 2021, an estimated $48.1K.
Thermo Fisher Scientific made up 0.13% of ARS Wealth Advisors's portfolio in Q2 2021, its #62 holding.
ARS Wealth Advisors first reported a position in Thermo Fisher Scientific in Q4 2013 and has held it in 31 quarters since.
ARS Wealth Advisors's Thermo Fisher Scientific position peaked at $736K in Q4 2020.
2,075 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.