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Consolidated Planning Corp’s Thermo Fisher Scientific TMO Stock Holding History

Consolidated Planning Corp’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
Q3 		– Sell
-2,804
Closed -$1.46M – 166
2023
Q2 		$1.46M Buy
2,804
+74
+3% +$39.9K 0.31% 80
2023
Q1 		$1.57M Buy
2,730
+92
+3% +$51.9K 0.41% 62
2022
Q4 		$1.45M Buy
2,638
+35
+1% +$18.5K 0.4% 62
2022
Q3 		$1.32M Sell
2,603
-1
-0% -$560 0.41% 59
2022
Q2 		$1.42M Buy
+2,604
New +$1.43M 0.44% 58
2021
Q4 		– Sell
-183
Closed -$105K – 406
2021
Q3 		$105K Buy
+183
New +$100K 0.07% 96

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Consolidated Planning Corp's TMO Position: Q3 2023 in Review

Consolidated Planning Corp sold out of Thermo Fisher Scientific (TMO) in Q3 2023, closing a stake of 2,804 shares — an estimated $1.46M sold.

Consolidated Planning Corp first reported a position in TMO in Q3 2021 and held it in 6 quarters. The position peaked at $1.57M in Q1 2023. 2,364 funds tracked by Wall St. Rank hold TMO as of Q3 2023.

  • Consolidated Planning Corp reported no remaining Thermo Fisher Scientific position as of Q3 2023 after selling out during the quarter.
  • Consolidated Planning Corp sold 2,804 Thermo Fisher Scientific shares in Q3 2023, an estimated $1.46M.
  • Consolidated Planning Corp first reported a position in Thermo Fisher Scientific in Q3 2021 and held it in 6 quarters.
  • Consolidated Planning Corp's Thermo Fisher Scientific position peaked at $1.57M in Q1 2023.
  • 2,364 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2023.

Based on Consolidated Planning Corp's 13F filing for Q3 2023, filed 8 Nov 2023.