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Financial Synergies Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Financial Synergies Wealth Advisors’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 		– Sell
-3
Closed -$1.73K – 534
2023
Q1 		$1.73K Buy
+3
New +$1.69K ﹤0.01% 310

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Financial Synergies Wealth Advisors's TMO Position: Q2 2023 in Review

Financial Synergies Wealth Advisors sold out of Thermo Fisher Scientific (TMO) in Q2 2023, closing a stake of 3 shares — an estimated $1.73K sold.

Financial Synergies Wealth Advisors first reported a position in TMO in Q1 2023 and held it in 1 quarter. The position peaked at $1.73K in Q1 2023. 2,387 funds tracked by Wall St. Rank hold TMO as of Q2 2023.

  • Financial Synergies Wealth Advisors reported no remaining Thermo Fisher Scientific position as of Q2 2023 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 3 Thermo Fisher Scientific shares in Q2 2023, an estimated $1.73K.
  • Financial Synergies Wealth Advisors first reported a position in Thermo Fisher Scientific in Q1 2023 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's Thermo Fisher Scientific position peaked at $1.73K in Q1 2023.
  • 2,387 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2023.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2023, filed 4 Apr 2024.