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Heritage Wealth Management (Arizona)’s Thermo Fisher Scientific TMO Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q2 		– Sell
-4
Closed -$2K – 1056
2022
Q1 		$2K Buy
+4
New +$2.3K ﹤0.01% 912
2021
Q2 		– Sell
-166
Closed -$76K – 929
2021
Q1 		$76K Buy
+166
New +$79.2K 0.04% 297

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
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
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
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

Heritage Wealth Management (Arizona)'s TMO Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of Thermo Fisher Scientific (TMO) in Q2 2022, closing a stake of 4 shares — an estimated $2K sold.

Heritage Wealth Management (Arizona) first reported a position in TMO in Q1 2021 and held it in 2 quarters. The position peaked at $76K in Q1 2021. 2,281 funds tracked by Wall St. Rank hold TMO as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Thermo Fisher Scientific position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 4 Thermo Fisher Scientific shares in Q2 2022, an estimated $2K.
  • Heritage Wealth Management (Arizona) first reported a position in Thermo Fisher Scientific in Q1 2021 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s Thermo Fisher Scientific position peaked at $76K in Q1 2021.
  • 2,281 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.