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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CWS Financial Advisors's TMO Position: Q1 2024 in Review

CWS Financial Advisors sold out of Thermo Fisher Scientific (TMO) in Q1 2024, closing a stake of 450 shares — an estimated $239K sold.

CWS Financial Advisors first reported a position in TMO in Q4 2020 and held it in 10 quarters. The position peaked at $318K in Q4 2021. 2,534 funds tracked by Wall St. Rank hold TMO as of Q1 2024.

CWS Financial Advisors reported no remaining Thermo Fisher Scientific position as of Q1 2024 after selling out during the quarter.
CWS Financial Advisors sold 450 Thermo Fisher Scientific shares in Q1 2024, an estimated $239K.
CWS Financial Advisors first reported a position in Thermo Fisher Scientific in Q4 2020 and held it in 10 quarters.
CWS Financial Advisors's Thermo Fisher Scientific position peaked at $318K in Q4 2021.
2,534 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2024.

Based on CWS Financial Advisors's 13F filing for Q1 2024, filed 1 May 2024.