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BWM
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
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
Morgan Stanley
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1-Year Est. Return
Fidelity Investments
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1-Year Est. Return
T. Rowe Price Associates
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$865B AUM
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1-Year Est. Return
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30.72%
1-Year Est. Return
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$298B AUM
21.96%
1-Year Est. Return
Norges Bank
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$935B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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