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

Executive 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
2019
Q3 		– Sell
-278
Closed -$82K – 722
2019
Q2 		$82K Hold
278
– – 0.01% 235
2019
Q1 		$76K Buy
278
+11
+4% +$2.74K 0.01% 221
2018
Q4 		$60K Buy
+267
New +$62.6K 0.01% 254

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Executive Wealth Management's TMO Position: Q3 2019 in Review

Executive Wealth Management sold out of Thermo Fisher Scientific (TMO) in Q3 2019, closing a stake of 278 shares — an estimated $82K sold.

Executive Wealth Management first reported a position in TMO in Q4 2018 and held it in 3 quarters. The position peaked at $82K in Q2 2019. 1,543 funds tracked by Wall St. Rank hold TMO as of Q3 2019.

  • Executive Wealth Management reported no remaining Thermo Fisher Scientific position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 278 Thermo Fisher Scientific shares in Q3 2019, an estimated $82K.
  • Executive Wealth Management first reported a position in Thermo Fisher Scientific in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Thermo Fisher Scientific position peaked at $82K in Q2 2019.
  • 1,543 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.