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Bernardo Wealth Planning’s Thermo Fisher Scientific TMO Stock Holding History

Bernardo Wealth Planning’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
2020
Q4 		– Sell
-488
Closed -$215K – 176
2020
Q3 		$215K Buy
+488
New +$202K 0.1% 147

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
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

Bernardo Wealth Planning's TMO Position: Q4 2020 in Review

Bernardo Wealth Planning sold out of Thermo Fisher Scientific (TMO) in Q4 2020, closing a stake of 488 shares — an estimated $215K sold.

Bernardo Wealth Planning first reported a position in TMO in Q3 2020 and held it in 1 quarter. The position peaked at $215K in Q3 2020. 2,030 funds tracked by Wall St. Rank hold TMO as of Q4 2020.

  • Bernardo Wealth Planning reported no remaining Thermo Fisher Scientific position as of Q4 2020 after selling out during the quarter.
  • Bernardo Wealth Planning sold 488 Thermo Fisher Scientific shares in Q4 2020, an estimated $215K.
  • Bernardo Wealth Planning first reported a position in Thermo Fisher Scientific in Q3 2020 and held it in 1 quarter.
  • Bernardo Wealth Planning's Thermo Fisher Scientific position peaked at $215K in Q3 2020.
  • 2,030 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2020.

Based on Bernardo Wealth Planning's 13F filing for Q4 2020, filed 1 Feb 2021.