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Concentric Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

Concentric 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
Q3 		$4.56M Buy
7,372
+4
+0.1% +$2.37K 1.11% 37
2024
Q2 		$4.07M Buy
7,368
+132
+2% +$75.6K 1.06% 35
2024
Q1 		$4.21M Buy
7,236
+392
+6% +$220K 1.12% 37
2023
Q4 		$3.63M Buy
+6,844
New +$3.31M 1.05% 40

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Concentric Wealth Management's TMO Position: Q3 2024 in Review

Concentric Wealth Management increased its Thermo Fisher Scientific (TMO) stake by 0.05% in Q3 2024, buying an estimated $2.37K and bringing the position to 7,372 shares worth $4.56M. The position accounts for 1.11% of the portfolio, ranked #37.

Concentric Wealth Management first reported a position in TMO in Q4 2023 and has held it in 4 quarters since. 2,568 funds tracked by Wall St. Rank hold TMO as of Q3 2024.

  • Concentric Wealth Management held 7,372 shares of Thermo Fisher Scientific worth $4.56M as of Q3 2024.
  • Concentric Wealth Management bought 4 Thermo Fisher Scientific shares in Q3 2024, an estimated $2.37K.
  • Thermo Fisher Scientific made up 1.11% of Concentric Wealth Management's portfolio in Q3 2024, its #37 holding.
  • Concentric Wealth Management first reported a position in Thermo Fisher Scientific in Q4 2023 and has held it in 4 quarters since.
  • 2,568 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2024.

Based on Concentric Wealth Management's 13F filing for Q3 2024, filed 13 Nov 2024.