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

Curi 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 Q1	–	Sell	-12,805	Closed	-$6.8M	–	139
2023 Q4	$6.8M	Sell	12,805 -1,668	-12%	-$807K	0.94%	35
2023 Q3	$7.33M	Sell	14,473 -437	-3%	-$233K	1.12%	33
2023 Q2	$7.78M	Sell	14,910 -1,083	-7%	-$584K	1.05%	34
2023 Q1	$9.22M	Sell	15,993 -4,385	-22%	-$2.47M	1.33%	28
2022 Q4	$11.2M	Sell	20,378 -540	-3%	-$286K	1.57%	23
2022 Q3	$10.6M	Buy	20,918 +818	+4%	+$458K	1.76%	21
2022 Q2	$10.9M	Buy	20,100 +25	+0.1%	+$13.8K	2.1%	17
2022 Q1	$11.9M	Buy	20,075 +97	+0.5%	+$55.7K	2.05%	18
2021 Q4	$13.3M	Buy	+19,978	New	+$12.5M	2.3%	17
2021 Q1	–	Sell	-17	Closed	-$7K	–	445
2020 Q4	$7K	Buy	+17	New	+$7.97K	0.01%	290

Other funds holding TMO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Curi Wealth Management's TMO Position: Q1 2024 in Review

Curi Wealth Management sold out of Thermo Fisher Scientific (TMO) in Q1 2024, closing a stake of 12,805 shares — an estimated $6.8M sold.

Curi Wealth Management first reported a position in TMO in Q4 2020 and held it in 10 quarters. The position peaked at $13.3M in Q4 2021. 2,527 funds tracked by Wall St. Rank hold TMO as of Q1 2024.

Curi Wealth Management reported no remaining Thermo Fisher Scientific position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 12,805 Thermo Fisher Scientific shares in Q1 2024, an estimated $6.8M.
Curi Wealth Management first reported a position in Thermo Fisher Scientific in Q4 2020 and held it in 10 quarters.
Curi Wealth Management's Thermo Fisher Scientific position peaked at $13.3M in Q4 2021.
2,527 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.