IWP
TMO icon

Icon Wealth Partners’s Thermo Fisher Scientific TMO Stock Holding History

Icon Wealth Partners’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
Q3 		$1.69M Sell
3,349
-2,316
-41% -$1.23M 0.19% 91
2023
Q2 		$2.96M Sell
5,665
-231
-4% -$125K 0.31% 65
2023
Q1 		$3.4M Buy
+5,896
New +$3.32M 0.37% 64
2022
Q2 		$325K Sell
599
-80
-12% -$44K 0.04% 239
2022
Q1 		$401K Sell
679
-46
-6% -$26.4K 0.04% 234
2021
Q4 		$484K Buy
725
+6
+0.8% +$3.75K 0.05% 215
2021
Q3 		$411K Sell
719
-3
-0.4% -$1.65K 0.04% 243
2021
Q2 		$364K Buy
722
+55
+8% +$26K 0.04% 270
2021
Q1 		$304K Buy
667
+36
+6% +$17.2K 0.04% 266
2020
Q4 		$294K Sell
631
-109
-15% -$51.1K 0.05% 232
2020
Q3 		$327K Sell
740
-885
-54% -$366K 0.06% 184
2020
Q2 		$589K Buy
1,625
+852
+110% +$286K 0.14% 112
2020
Q1 		$219K Sell
773
-64
-8% -$20.2K 0.09% 135
2019
Q4 		$272K Buy
+837
New +$254K 0.09% 135
2019
Q2 		– Sell
-417
Closed -$114K – 709
2019
Q1 		$114K Buy
+417
New +$104K 0.04% 213
2018
Q4 		– Sell
-417
Closed -$102K – 251
2018
Q3 		$102K Sell
417
-50
-11% -$11.5K 0.04% 268
2018
Q2 		$97K Buy
+467
New +$99.1K 0.04% 243
2018
Q1 		– Sell
-551
Closed -$105K – 682
2017
Q4 		$105K Buy
+551
New +$106K 0.05% 267

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Icon Wealth Partners's TMO Position: Q3 2023 in Review

Icon Wealth Partners reduced its Thermo Fisher Scientific (TMO) stake by 41% in Q3 2023, selling an estimated $1.23M and leaving 3,349 shares worth $1.69M. The position accounts for 0.19% of the portfolio, ranked #91.

Icon Wealth Partners first reported a position in TMO in Q4 2017 and has held it in 18 quarters since. The position peaked at $3.4M in Q1 2023. 2,364 funds tracked by Wall St. Rank hold TMO as of Q3 2023.

  • Icon Wealth Partners held 3,349 shares of Thermo Fisher Scientific worth $1.69M as of Q3 2023.
  • Icon Wealth Partners sold 2,316 Thermo Fisher Scientific shares in Q3 2023, an estimated $1.23M.
  • Thermo Fisher Scientific made up 0.19% of Icon Wealth Partners's portfolio in Q3 2023, its #91 holding.
  • Icon Wealth Partners first reported a position in Thermo Fisher Scientific in Q4 2017 and has held it in 18 quarters since.
  • Icon Wealth Partners's Thermo Fisher Scientific position peaked at $3.4M in Q1 2023.
  • 2,364 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.