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Clarus Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Clarus Wealth 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
2023
Q2 		$513K Buy
998
+129
+15% +$69.6K 0.31% 69
2023
Q1 		$500K Buy
869
+1
+0.1% +$564 0.31% 67
2022
Q4 		$493K Sell
868
-45
-5% -$23.8K 0.32% 63
2022
Q3 		$467K Buy
913
+69
+8% +$38.6K 0.33% 56
2022
Q2 		$471K Buy
844
+30
+4% +$16.5K 0.33% 55
2022
Q1 		$477K Buy
814
+41
+5% +$23.6K 0.3% 58
2021
Q4 		$483K Sell
773
-66
-8% -$41.2K 0.28% 56
2021
Q3 		$480K Sell
839
-57
-6% -$31.3K 0.3% 51
2021
Q2 		$461K Sell
896
-1,971
-69% -$930K 0.29% 60
2021
Q1 		$1.37M Buy
2,867
+37
+1% +$17.7K 0.86% 27
2020
Q4 		$1.45M Sell
2,830
-11
-0.4% -$5.16K 0.97% 27
2020
Q3 		$1.27M Buy
2,841
+54
+2% +$22.3K 0.98% 26
2020
Q2 		$1.06M Buy
2,787
+115
+4% +$38.5K 0.89% 26
2020
Q1 		$754K Buy
2,672
+13
+0.5% +$4.1K 0.75% 31
2019
Q4 		$876K Sell
2,659
-174
-6% -$52.8K 0.58% 40
2019
Q3 		$825K Buy
2,833
+2,039
+257% +$584K 0.6% 35
2019
Q2 		$233K Sell
794
-24
-3% -$6.61K 0.17% 100
2019
Q1 		$224K Buy
+818
New +$204K 0.17% 80

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Clarus Wealth Advisors's TMO Position: Q2 2023 in Review

Clarus Wealth Advisors increased its Thermo Fisher Scientific (TMO) stake by 15% in Q2 2023, buying an estimated $69.6K and bringing the position to 998 shares worth $513K. The position accounts for 0.31% of the portfolio, ranked #69.

Clarus Wealth Advisors first reported a position in TMO in Q1 2019 and has held it in 18 quarters since. The position peaked at $1.45M in Q4 2020. 2,388 funds tracked by Wall St. Rank hold TMO as of Q2 2023.

  • Clarus Wealth Advisors held 998 shares of Thermo Fisher Scientific worth $513K as of Q2 2023.
  • Clarus Wealth Advisors bought 129 Thermo Fisher Scientific shares in Q2 2023, an estimated $69.6K.
  • Thermo Fisher Scientific made up 0.31% of Clarus Wealth Advisors's portfolio in Q2 2023, its #69 holding.
  • Clarus Wealth Advisors first reported a position in Thermo Fisher Scientific in Q1 2019 and has held it in 18 quarters since.
  • Clarus Wealth Advisors's Thermo Fisher Scientific position peaked at $1.45M in Q4 2020.
  • 2,388 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2023.

Based on Clarus Wealth Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.