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

Heirloom 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
2024
Q4 		– Sell
-334
Closed -$207K – 49
2024
Q3 		$207K Sell
334
-31
-8% -$18.4K 0.06% 46
2024
Q2 		$202K Sell
365
-12
-3% -$6.88K 0.07% 47
2024
Q1 		$219K Buy
+377
New +$212K 0.07% 49

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Heirloom Wealth Management's TMO Position: Q4 2024 in Review

Heirloom Wealth Management sold out of Thermo Fisher Scientific (TMO) in Q4 2024, closing a stake of 334 shares — an estimated $207K sold.

Heirloom Wealth Management first reported a position in TMO in Q1 2024 and held it in 3 quarters. The position peaked at $219K in Q1 2024. 2,616 funds tracked by Wall St. Rank hold TMO as of Q4 2024.

  • Heirloom Wealth Management reported no remaining Thermo Fisher Scientific position as of Q4 2024 after selling out during the quarter.
  • Heirloom Wealth Management sold 334 Thermo Fisher Scientific shares in Q4 2024, an estimated $207K.
  • Heirloom Wealth Management first reported a position in Thermo Fisher Scientific in Q1 2024 and held it in 3 quarters.
  • Heirloom Wealth Management's Thermo Fisher Scientific position peaked at $219K in Q1 2024.
  • 2,616 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2024.

Based on Heirloom Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.