CWS Financial Advisors’s Thermo Fisher Scientific TMO Stock Holding History

CWS Financial 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
2024 Q1	–	Sell	-450	Closed	-$239K	–	145
2023 Q4	$239K	Sell	450 -1	-0.2%	-$484	0.09%	130
2023 Q3	$228K	Hold	451	–	–	0.09%	125
2023 Q2	$235K	Sell	451 -5	-1%	-$2.7K	0.09%	128
2023 Q1	$263K	Buy	+456	New	+$257K	0.1%	120
2022 Q4	–	Sell	-456	Closed	-$231K	–	153
2022 Q3	$231K	Sell	456 -21	-4%	-$11.8K	0.11%	121
2022 Q2	$259K	Hold	477	–	–	0.12%	117
2022 Q1	$282K	Buy	477 +1	+0.2%	+$574	0.11%	119
2021 Q4	$318K	Buy	+476	New	+$297K	0.11%	111
2021 Q2	$223K	Buy	+442	New	+$209K	0.09%	137
2021 Q1	–	Sell	-429	Closed	-$200K	–	145
2020 Q4	$200K	Buy	+429	New	+$201K	0.12%	133

Other funds holding TMO

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 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

Fidelity Investments

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

Norges Bank Oslo, Norway $935B AUM