DFPG Investments’s Thermo Fisher Scientific TMO Stock Holding History

DFPG Investments’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
2023 Q4	$2.07M	Sell	3,917 -59	-1%	-$28.6K	0.16%	138
2023 Q3	$1.77M	Sell	3,976 -273	-6%	-$145K	0.16%	142
2023 Q2	$2.28M	Buy	4,249 +265	+7%	+$143K	0.21%	117
2023 Q1	$2.3M	Buy	3,984 +330	+9%	+$186K	0.25%	97
2022 Q4	$2.13M	Buy	+3,654	New	+$1.94M	0.35%	76
2022 Q2	–	Sell	-352	Closed	-$201K	–	174
2022 Q1	$201K	Hold	352	–	–	0.08%	159
2021 Q4	$207K	Hold	352	–	–	0.09%	165
2021 Q3	$203K	Buy	+352	New	+$193K	0.08%	170

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Norges Bank Oslo, Norway $935B AUM

DFPG Investments's TMO Position: Q4 2023 in Review

DFPG Investments reduced its Thermo Fisher Scientific (TMO) stake by 1.5% in Q4 2023, selling an estimated $28.6K and leaving 3,917 shares worth $2.07M. The position accounts for 0.16% of the portfolio, ranked #138.

DFPG Investments first reported a position in TMO in Q3 2021 and has held it in 8 quarters since. The position peaked at $2.3M in Q1 2023. 2,487 funds tracked by Wall St. Rank hold TMO as of Q4 2023.

DFPG Investments held 3,917 shares of Thermo Fisher Scientific worth $2.07M as of Q4 2023.
DFPG Investments sold 59 Thermo Fisher Scientific shares in Q4 2023, an estimated $28.6K.
Thermo Fisher Scientific made up 0.16% of DFPG Investments's portfolio in Q4 2023, its #138 holding.
DFPG Investments first reported a position in Thermo Fisher Scientific in Q3 2021 and has held it in 8 quarters since.
DFPG Investments's Thermo Fisher Scientific position peaked at $2.3M in Q1 2023.
2,487 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.