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High Net Worth Advisory Group’s Thermo Fisher Scientific TMO Stock Holding History

High Net Worth Advisory Group’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
Q1 		– Sell
-270
Closed -$149K – 543
2022
Q4 		$149K Hold
270
– – 0.06% 208
2022
Q3 		$137K Hold
270
– – 0.06% 211
2022
Q2 		$147K Sell
270
-5
-2% -$2.75K 0.06% 210
2022
Q1 		$162K Hold
275
– – 0.06% 207
2021
Q4 		$183K Buy
+275
New +$172K 0.06% 194

Other funds holding TMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

High Net Worth Advisory Group's TMO Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Thermo Fisher Scientific (TMO) in Q1 2023, closing a stake of 270 shares — an estimated $149K sold.

High Net Worth Advisory Group first reported a position in TMO in Q4 2021 and held it in 5 quarters. The position peaked at $183K in Q4 2021. 2,386 funds tracked by Wall St. Rank hold TMO as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Thermo Fisher Scientific position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 270 Thermo Fisher Scientific shares in Q1 2023, an estimated $149K.
  • High Net Worth Advisory Group first reported a position in Thermo Fisher Scientific in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Thermo Fisher Scientific position peaked at $183K in Q4 2021.
  • 2,386 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.