BFWM
TMO icon

Bright Futures Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

Bright Futures 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
2024
Q4 		– Sell
-366
Closed -$202K – 225
2024
Q3 		$202K Sell
366
-7
-2% -$4.14K 0.1% 213
2024
Q2 		$230K Sell
373
-40
-10% -$22.9K 0.12% 182
2024
Q1 		$228K Buy
+413
New +$232K 0.12% 182

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bright Futures Wealth Management's TMO Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of Thermo Fisher Scientific (TMO) in Q4 2024, closing a stake of 366 shares — an estimated $202K sold.

Bright Futures Wealth Management first reported a position in TMO in Q1 2024 and held it in 3 quarters. The position peaked at $230K in Q2 2024. 2,616 funds tracked by Wall St. Rank hold TMO as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining Thermo Fisher Scientific position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 366 Thermo Fisher Scientific shares in Q4 2024, an estimated $202K.
  • Bright Futures Wealth Management first reported a position in Thermo Fisher Scientific in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's Thermo Fisher Scientific position peaked at $230K in Q2 2024.
  • 2,616 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.