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

BerganKDV 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 Q2	$71.5K	Sell	137 -81	-37%	-$43.7K	0.01%	342
2023 Q1	$126K	Buy	218 +57	+35%	+$32.1K	0.01%	286
2022 Q4	$88.7K	Hold	161	–	–	0.01%	324
2022 Q3	$82K	Buy	161 +57	+55%	+$31.9K	0.01%	313
2022 Q2	$57K	Buy	104 +1	+1%	+$550	0.01%	363
2022 Q1	$61K	Sell	103 -10	-9%	-$5.74K	0.01%	376
2021 Q4	$75K	Sell	113 -14	-11%	-$8.74K	0.01%	368
2021 Q3	$73K	Buy	127 +25	+25%	+$13.7K	0.01%	358
2021 Q2	$51K	Hold	102	–	–	0.01%	382
2021 Q1	$47K	Sell	102 -17	-14%	-$8.11K	0.01%	375
2020 Q4	$55K	Buy	119 +45	+61%	+$21.1K	0.01%	342
2020 Q3	$33K	Hold	74	–	–	0.01%	375
2020 Q2	$27K	Sell	74 -4	-5%	-$1.34K	﹤0.01%	426
2020 Q1	$22K	Buy	78 +4	+5%	+$1.26K	﹤0.01%	417
2019 Q4	$24K	Buy	74 +40	+118%	+$12.1K	﹤0.01%	425
2019 Q3	$10K	Hold	34	–	–	﹤0.01%	506
2019 Q2	$10K	Hold	34	–	–	﹤0.01%	522
2019 Q1	$9K	Hold	34	–	–	﹤0.01%	548
2018 Q4	$8K	Buy	+34	New	+$7.98K	﹤0.01%	510

Other funds holding TMO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BerganKDV Wealth Management's TMO Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Thermo Fisher Scientific (TMO) stake by 37% in Q2 2023, selling an estimated $43.7K and leaving 137 shares worth $71.5K. The position accounts for 0.01% of the portfolio, ranked #342.

BerganKDV Wealth Management first reported a position in TMO in Q4 2018 and has held it in 19 quarters since. The position peaked at $126K in Q1 2023. 2,389 funds tracked by Wall St. Rank hold TMO as of Q2 2023.

BerganKDV Wealth Management held 137 shares of Thermo Fisher Scientific worth $71.5K as of Q2 2023.
BerganKDV Wealth Management sold 81 Thermo Fisher Scientific shares in Q2 2023, an estimated $43.7K.
Thermo Fisher Scientific made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #342 holding.
BerganKDV Wealth Management first reported a position in Thermo Fisher Scientific in Q4 2018 and has held it in 19 quarters since.
BerganKDV Wealth Management's Thermo Fisher Scientific position peaked at $126K in Q1 2023.
2,389 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.