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

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	0.22%	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

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

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

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

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

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

CCG Wealth Management's TMO Position: Q1 2023 in Review

CCG Wealth Management sold out of Thermo Fisher Scientific (TMO) in Q1 2023, closing a stake of 786 shares — an estimated $433K sold.

CCG Wealth Management first reported a position in TMO in Q3 2019 and held it in 12 quarters. The position peaked at $467K in Q1 2022. 2,387 funds tracked by Wall St. Rank hold TMO as of Q1 2023.

CCG Wealth Management reported no remaining Thermo Fisher Scientific position as of Q1 2023 after selling out during the quarter.
CCG Wealth Management sold 786 Thermo Fisher Scientific shares in Q1 2023, an estimated $433K.
CCG Wealth Management first reported a position in Thermo Fisher Scientific in Q3 2019 and held it in 12 quarters.
CCG Wealth Management's Thermo Fisher Scientific position peaked at $467K in Q1 2022.
2,387 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2023.

Based on CCG Wealth Management's 13F filing for Q1 2023, filed 12 Apr 2023.