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CWM
CCG Wealth Management’s
Thermo Fisher Scientific
TMO
Stock Holding History
CCG Wealth Management’s Portfolio
TMO Stock Details
TMO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-786
Closed
-$433K
–
102
2022
Q4
$433K
Buy
786
+61
+8%
+$32.3K
0.24%
45
2022
Q3
$368K
Sell
725
-73
-9%
-$40.9K
0.23%
48
2022
Q2
$434K
Buy
798
+8
+1%
+$4.4K
0.24%
47
2022
Q1
$467K
Buy
790
+249
+46%
+$143K
0.23%
56
2021
Q4
$361K
Hold
541
–
–
0.19%
53
2021
Q3
$309K
Sell
541
-1
-0.2%
-$549
0.18%
70
2021
Q2
$273K
Buy
+542
New
+$256K
0.21%
50
2021
Q1
–
Sell
-443
Closed
-$206K
–
87
2020
Q4
$206K
Sell
443
-32
-7%
-$15K
0.22%
74
2020
Q3
$210K
Sell
475
-105
-18%
-$43.4K
0.2%
53
2020
Q2
$210K
Buy
+580
New
+$194K
0.2%
51
2020
Q1
–
Sell
-700
Closed
-$227K
–
95
2019
Q4
$227K
Sell
700
-9
-1%
-$2.73K
0.14%
85
2019
Q3
$207K
Buy
+709
New
+$203K
0.14%
81
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$1.61T AUM
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1-Year Est. Return
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$645B AUM
30.41%
1-Year Est. Return
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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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