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

Defined 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
2021
Q1 		– Sell
-11
Closed -$5K – 187
2020
Q4 		$5K Buy
+11
New +$5.16K ﹤0.01% 191

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Defined Wealth Management's TMO Position: Q1 2021 in Review

Defined Wealth Management sold out of Thermo Fisher Scientific (TMO) in Q1 2021, closing a stake of 11 shares — an estimated $5K sold.

Defined Wealth Management first reported a position in TMO in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 2,041 funds tracked by Wall St. Rank hold TMO as of Q1 2021.

  • Defined Wealth Management reported no remaining Thermo Fisher Scientific position as of Q1 2021 after selling out during the quarter.
  • Defined Wealth Management sold 11 Thermo Fisher Scientific shares in Q1 2021, an estimated $5K.
  • Defined Wealth Management first reported a position in Thermo Fisher Scientific in Q4 2020 and held it in 1 quarter.
  • Defined Wealth Management's Thermo Fisher Scientific position peaked at $5K in Q4 2020.
  • 2,041 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2021.

Based on Defined Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.