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

Avitas 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
Q4 		$2.84M Sell
5,455
-1,016
-16% -$559K 0.39% 65
2024
Q3 		$4M Buy
6,471
+100
+2% +$59.2K 0.56% 45
2024
Q2 		$3.52M Buy
6,371
+12
+0.2% +$6.88K 0.52% 52
2024
Q1 		$3.7M Buy
6,359
+1,309
+26% +$735K 0.56% 45
2023
Q4 		$2.68M Buy
5,050
+140
+3% +$67.8K 0.45% 57
2023
Q3 		$2.49M Sell
4,910
-42
-0.8% -$22.4K 0.47% 57
2023
Q2 		$2.58M Buy
4,952
+22
+0.4% +$11.9K 0.47% 57
2023
Q1 		$2.84M Sell
4,930
-62
-1% -$34.9K 0.56% 49
2022
Q4 		$2.75M Sell
4,992
-59
-1% -$31.3K 0.58% 51
2022
Q3 		$2.56M Buy
5,051
+27
+0.5% +$15.1K 0.59% 52
2022
Q2 		$2.73M Buy
5,024
+48
+1% +$26.4K 0.6% 50
2022
Q1 		$2.94M Sell
4,976
-7,973
-62% -$4.58M 0.53% 59
2021
Q4 		$8.64M Buy
12,949
+192
+2% +$120K 1.45% 12
2021
Q3 		$7.29M Sell
12,757
-31
-0.2% -$17K 1.33% 13
2021
Q2 		$6.45M Buy
12,788
+247
+2% +$117K 1.15% 19
2021
Q1 		$5.72M Buy
12,541
+289
+2% +$138K 1.12% 17
2020
Q4 		$5.71M Buy
12,252
+214
+2% +$100K 1.16% 12
2020
Q3 		$5.32M Buy
12,038
+97
+0.8% +$40.1K 1.48% 9
2020
Q2 		$4.33M Sell
11,941
-335
-3% -$112K 1.44% 13
2020
Q1 		$3.48M Sell
12,276
-2,251
-15% -$710K 1.58% 18
2019
Q4 		$4.72M Buy
14,527
+44
+0.3% +$13.3K 1.21% 15
2019
Q3 		$4.22M Buy
14,483
+189
+1% +$54.1K 1.16% 19
2019
Q2 		$4.2M Sell
14,294
-36
-0.3% -$9.91K 1.17% 19
2019
Q1 		$3.92M Buy
14,330
+136
+1% +$33.8K 1.14% 23
2018
Q4 		$3.18M Buy
14,194
+4,022
+40% +$944K 1.04% 31
2018
Q3 		$2.48M Buy
10,172
+381
+4% +$87.7K 0.71% 65
2018
Q2 		$2.03M Buy
+9,791
New +$2.08M 0.63% 75

Other funds holding TMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avitas Wealth Management's TMO Position: Q4 2024 in Review

Avitas Wealth Management reduced its Thermo Fisher Scientific (TMO) stake by 16% in Q4 2024, selling an estimated $559K and leaving 5,455 shares worth $2.84M. The position accounts for 0.39% of the portfolio, ranked #65.

Avitas Wealth Management first reported a position in TMO in Q2 2018 and has held it in 27 quarters since. The position peaked at $8.64M in Q4 2021. 2,617 funds tracked by Wall St. Rank hold TMO as of Q4 2024.

  • Avitas Wealth Management held 5,455 shares of Thermo Fisher Scientific worth $2.84M as of Q4 2024.
  • Avitas Wealth Management sold 1,016 Thermo Fisher Scientific shares in Q4 2024, an estimated $559K.
  • Thermo Fisher Scientific made up 0.39% of Avitas Wealth Management's portfolio in Q4 2024, its #65 holding.
  • Avitas Wealth Management first reported a position in Thermo Fisher Scientific in Q2 2018 and has held it in 27 quarters since.
  • Avitas Wealth Management's Thermo Fisher Scientific position peaked at $8.64M in Q4 2021.
  • 2,617 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.