Financial Architects (New Jersey)’s Thermo Fisher Scientific TMO Stock Holding History

Financial Architects (New Jersey)’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 Q2	$375K	Buy	719 +64	+10%	+$34.5K	0.06%	236
2023 Q1	$378K	Buy	655 +63	+11%	+$35.5K	0.06%	233
2022 Q4	$326K	Buy	592 +132	+29%	+$69.9K	0.05%	254
2022 Q3	$233K	Buy	+460	New	+$257K	0.04%	280
2022 Q2	–	Sell	-400	Closed	-$236K	–	261
2022 Q1	$236K	Buy	+400	New	+$230K	0.03%	300
2020 Q3	–	Sell	-256	Closed	-$93K	–	722
2020 Q2	$93K	Buy	256 +36	+16%	+$12.1K	0.02%	334
2020 Q1	$62K	Buy	220 +160	+267%	+$50.5K	0.02%	363
2019 Q4	$19K	Hold	60	–	–	﹤0.01%	583
2019 Q3	$17K	Hold	60	–	–	﹤0.01%	634
2019 Q2	$18K	Buy	60 +40	+200%	+$11K	﹤0.01%	748
2019 Q1	$5K	Buy	+20	New	+$4.98K	﹤0.01%	1230
2018 Q3	–	Sell	-1,200	Closed	-$249K	–	1510
2018 Q2	$249K	Buy	+1,200	New	+$255K	0.04%	245
2016 Q4	–	Sell	-18	Closed	-$3K	–	1501
2016 Q3	$3K	Hold	18	–	–	﹤0.01%	1270
2016 Q2	$3K	Hold	18	–	–	﹤0.01%	1241
2016 Q1	$3K	Buy	+18	New	+$2.41K	﹤0.01%	995
2015 Q3	–	Sell	-206	Closed	-$27K	–	844
2015 Q2	$27K	Buy	+206	New	+$26.9K	0.01%	570
2014 Q4	–	Sell	-299	Closed	-$36K	–	1035
2014 Q3	$36K	Sell	299 -201	-40%	-$24.4K	0.02%	362
2014 Q2	$59K	Buy	+500	New	+$58.8K	0.03%	302
2013 Q4	–	Sell	-271	Closed	-$25K	–	530
2013 Q3	$25K	Buy	+271	New	+$24.5K	0.02%	343

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Financial Architects (New Jersey)'s TMO Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its Thermo Fisher Scientific (TMO) stake by 9.8% in Q2 2023, buying an estimated $34.5K and bringing the position to 719 shares worth $375K. The position accounts for 0.06% of the portfolio, ranked #236.

Financial Architects (New Jersey) first reported a position in TMO in Q3 2013 and has held it in 19 quarters since. The position peaked at $378K in Q1 2023. 2,388 funds tracked by Wall St. Rank hold TMO as of Q2 2023.

Financial Architects (New Jersey) held 719 shares of Thermo Fisher Scientific worth $375K as of Q2 2023.
Financial Architects (New Jersey) bought 64 Thermo Fisher Scientific shares in Q2 2023, an estimated $34.5K.
Thermo Fisher Scientific made up 0.06% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #236 holding.
Financial Architects (New Jersey) first reported a position in Thermo Fisher Scientific in Q3 2013 and has held it in 19 quarters since.
Financial Architects (New Jersey)'s Thermo Fisher Scientific position peaked at $378K in Q1 2023.
2,388 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.