Capstone Financial Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Capstone Financial 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
2022 Q4	–	Sell	-464	Closed	-$235K	–	146
2022 Q3	$235K	Buy	464 +11	+2%	+$6.16K	0.02%	108
2022 Q2	$246K	Sell	453 -180	-28%	-$99.1K	0.02%	107
2022 Q1	$374K	Hold	633	–	–	0.03%	97
2021 Q4	$422K	Sell	633 -24	-4%	-$15K	0.03%	88
2021 Q3	$375K	Hold	657	–	–	0.03%	85
2021 Q2	$331K	Sell	657 -295	-31%	-$139K	0.03%	93
2021 Q1	$434K	Hold	952	–	–	0.04%	72
2020 Q4	$443K	Hold	952	–	–	0.04%	63
2020 Q3	$420K	Sell	952 -184	-16%	-$76K	0.04%	55
2020 Q2	$412K	Buy	+1,136	New	+$381K	0.05%	48

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Capstone Financial Advisors's TMO Position: Q4 2022 in Review

Capstone Financial Advisors sold out of Thermo Fisher Scientific (TMO) in Q4 2022, closing a stake of 464 shares — an estimated $235K sold.

Capstone Financial Advisors first reported a position in TMO in Q2 2020 and held it in 10 quarters. The position peaked at $443K in Q4 2020. 2,376 funds tracked by Wall St. Rank hold TMO as of Q4 2022.

Capstone Financial Advisors reported no remaining Thermo Fisher Scientific position as of Q4 2022 after selling out during the quarter.
Capstone Financial Advisors sold 464 Thermo Fisher Scientific shares in Q4 2022, an estimated $235K.
Capstone Financial Advisors first reported a position in Thermo Fisher Scientific in Q2 2020 and held it in 10 quarters.
Capstone Financial Advisors's Thermo Fisher Scientific position peaked at $443K in Q4 2020.
2,376 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2022.

Based on Capstone Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.