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Delap Wealth Advisory’s Thermo Fisher Scientific TMO Stock Holding History

Delap Wealth Advisory’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
Q2 		– Sell
-599
Closed -$348K – 271
2024
Q1 		$348K Buy
+599
New +$336K 0.14% 127

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Delap Wealth Advisory's TMO Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Thermo Fisher Scientific (TMO) in Q2 2024, closing a stake of 599 shares — an estimated $348K sold.

Delap Wealth Advisory first reported a position in TMO in Q1 2024 and held it in 1 quarter. The position peaked at $348K in Q1 2024. 2,542 funds tracked by Wall St. Rank hold TMO as of Q2 2024.

  • Delap Wealth Advisory reported no remaining Thermo Fisher Scientific position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 599 Thermo Fisher Scientific shares in Q2 2024, an estimated $348K.
  • Delap Wealth Advisory first reported a position in Thermo Fisher Scientific in Q1 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's Thermo Fisher Scientific position peaked at $348K in Q1 2024.
  • 2,542 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.