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

Beacon Pointe 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
2019
Q4 		$709K Sell
2,181
-9
-0.4% -$2.73K 0.13% 128
2019
Q3 		$639K Sell
2,190
-410
-16% -$117K 0.13% 133
2019
Q2 		$764K Buy
2,600
+412
+19% +$113K 0.16% 121
2019
Q1 		$599K Sell
2,188
-500
-19% -$124K 0.14% 134
2018
Q4 		$603K Buy
+2,688
New +$631K 0.22% 113

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Beacon Pointe Wealth Advisors's TMO Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its Thermo Fisher Scientific (TMO) stake by 0.41% in Q4 2019, selling an estimated $2.73K and leaving 2,181 shares worth $709K. The position accounts for 0.13% of the portfolio, ranked #128.

Beacon Pointe Wealth Advisors first reported a position in TMO in Q4 2018 and has held it in 5 quarters since. The position peaked at $764K in Q2 2019. 1,678 funds tracked by Wall St. Rank hold TMO as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 2,181 shares of Thermo Fisher Scientific worth $709K as of Q4 2019.
  • Beacon Pointe Wealth Advisors sold 9 Thermo Fisher Scientific shares in Q4 2019, an estimated $2.73K.
  • Thermo Fisher Scientific made up 0.13% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #128 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Thermo Fisher Scientific in Q4 2018 and has held it in 5 quarters since.
  • Beacon Pointe Wealth Advisors's Thermo Fisher Scientific position peaked at $764K in Q2 2019.
  • 1,678 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.