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Dougherty Wealth Advisers’s Thermo Fisher Scientific TMO Stock Holding History

Dougherty Wealth Advisers’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
2020
Q1 		– Sell
-45
Closed -$15K – 176
2019
Q4 		$15K Hold
45
– – 0.05% 159
2019
Q3 		$13K Sell
45
-110
-71% -$31.5K 0.04% 162
2019
Q2 		$46K Buy
155
+110
+244% +$30.3K 0.13% 126
2019
Q1 		$12K Hold
45
– – 0.04% 170
2018
Q4 		$11K Buy
+45
New +$10.6K 0.04% 181

Other funds holding TMO

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dougherty Wealth Advisers's TMO Position: Q1 2020 in Review

Dougherty Wealth Advisers sold out of Thermo Fisher Scientific (TMO) in Q1 2020, closing a stake of 45 shares — an estimated $15K sold.

Dougherty Wealth Advisers first reported a position in TMO in Q4 2018 and held it in 5 quarters. The position peaked at $46K in Q2 2019. 1,674 funds tracked by Wall St. Rank hold TMO as of Q1 2020.

  • Dougherty Wealth Advisers reported no remaining Thermo Fisher Scientific position as of Q1 2020 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 45 Thermo Fisher Scientific shares in Q1 2020, an estimated $15K.
  • Dougherty Wealth Advisers first reported a position in Thermo Fisher Scientific in Q4 2018 and held it in 5 quarters.
  • Dougherty Wealth Advisers's Thermo Fisher Scientific position peaked at $46K in Q2 2019.
  • 1,674 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2020.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2020, filed 5 May 2020.