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

Baystate 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
2023
Q4 		$152K Sell
287
-12
-4% -$5.81K 0.01% 229
2023
Q3 		$152K Sell
299
-22
-7% -$11.7K 0.01% 218
2023
Q2 		$168K Buy
321
+219
+215% +$118K 0.01% 204
2023
Q1 		$59.1K Buy
102
+20
+24% +$11.3K 0.01% 315
2022
Q4 		$45K Buy
82
+22
+37% +$11.7K ﹤0.01% 345
2022
Q3 		$31K Buy
60
+2
+3% +$1.12K ﹤0.01% 372
2022
Q2 		$32K Sell
58
-25
-30% -$13.8K ﹤0.01% 378
2022
Q1 		$49K Buy
83
+21
+34% +$12.1K ﹤0.01% 323
2021
Q4 		$42K Buy
62
+22
+55% +$13.7K ﹤0.01% 350
2021
Q3 		$23K Sell
40
-11
-22% -$6.04K ﹤0.01% 400
2021
Q2 		$26K Hold
51
– – ﹤0.01% 361
2021
Q1 		$23K Hold
51
– – ﹤0.01% 349
2020
Q4 		$24K Sell
51
-63
-55% -$29.5K ﹤0.01% 329
2020
Q3 		$50K Sell
114
-7
-6% -$2.89K 0.01% 224
2020
Q2 		$44K Sell
121
-1,092
-90% -$366K 0.01% 235
2020
Q1 		$344K Buy
1,213
+72
+6% +$22.7K 0.05% 79
2019
Q4 		$371K Buy
1,141
+1
+0.1% +$303 0.05% 79
2019
Q3 		$332K Buy
1,140
+900
+375% +$258K 0.04% 81
2019
Q2 		$72K Sell
240
-22
-8% -$6.06K 0.01% 178
2019
Q1 		$69K Buy
262
+13
+5% +$3.23K 0.01% 179
2018
Q4 		$60K Hold
249
– – 0.01% 181
2018
Q3 		$57K Buy
249
+200
+408% +$46K 0.01% 187
2018
Q2 		$10K Hold
49
– – ﹤0.01% 378
2018
Q1 		$11K Hold
49
– – ﹤0.01% 353
2017
Q4 		$11K Sell
49
-71
-59% -$13.6K ﹤0.01% 362
2017
Q3 		$23K Hold
120
– – ﹤0.01% 272
2017
Q2 		$22K Buy
120
+9
+8% +$1.51K ﹤0.01% 270
2017
Q1 		$17K Buy
111
+40
+56% +$6.11K ﹤0.01% 289
2016
Q4 		$10K Buy
+71
New +$10.5K ﹤0.01% 303
2013
Q3 		– Sell
-23
Closed -$2K – 213
2013
Q2 		$2K Buy
+23
New +$1.92K ﹤0.01% 276

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Baystate Wealth Management's TMO Position: Q4 2023 in Review

Baystate Wealth Management reduced its Thermo Fisher Scientific (TMO) stake by 4% in Q4 2023, selling an estimated $5.81K and leaving 287 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #229.

Baystate Wealth Management first reported a position in TMO in Q2 2013 and has held it in 30 quarters since. The position peaked at $371K in Q4 2019. 2,487 funds tracked by Wall St. Rank hold TMO as of Q4 2023.

  • Baystate Wealth Management held 287 shares of Thermo Fisher Scientific worth $152K as of Q4 2023.
  • Baystate Wealth Management sold 12 Thermo Fisher Scientific shares in Q4 2023, an estimated $5.81K.
  • Thermo Fisher Scientific made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #229 holding.
  • Baystate Wealth Management first reported a position in Thermo Fisher Scientific in Q2 2013 and has held it in 30 quarters since.
  • Baystate Wealth Management's Thermo Fisher Scientific position peaked at $371K in Q4 2019.
  • 2,487 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.