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Beacon Harbor Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Beacon Harbor 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 		– Sell
-7,761
Closed -$3.54M – 78
2021
Q1 		$3.54M Buy
7,761
+100
+1% +$47.7K 1.41% 41
2020
Q4 		$3.57M Buy
7,661
+54
+0.7% +$25.3K 1.46% 34
2020
Q3 		$3.36M Buy
+7,607
New +$3.14M 1.64% 21

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Harbor Wealth Advisors's TMO Position: Q2 2021 in Review

Beacon Harbor Wealth Advisors sold out of Thermo Fisher Scientific (TMO) in Q2 2021, closing a stake of 7,761 shares — an estimated $3.54M sold.

Beacon Harbor Wealth Advisors first reported a position in TMO in Q3 2020 and held it in 3 quarters. The position peaked at $3.57M in Q4 2020. 2,075 funds tracked by Wall St. Rank hold TMO as of Q2 2021.

  • Beacon Harbor Wealth Advisors reported no remaining Thermo Fisher Scientific position as of Q2 2021 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 7,761 Thermo Fisher Scientific shares in Q2 2021, an estimated $3.54M.
  • Beacon Harbor Wealth Advisors first reported a position in Thermo Fisher Scientific in Q3 2020 and held it in 3 quarters.
  • Beacon Harbor Wealth Advisors's Thermo Fisher Scientific position peaked at $3.57M in Q4 2020.
  • 2,075 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2021.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2021, filed 29 Jul 2021.