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Insight Wealth Strategies’s Thermo Fisher Scientific TMO Stock Holding History

Insight Wealth Strategies’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
2021
Q2 		– Sell
-616
Closed -$281K – 232
2021
Q1 		$281K Sell
616
-7
-1% -$3.34K 0.04% 183
2020
Q4 		$290K Sell
623
-21
-3% -$9.85K 0.05% 170
2020
Q3 		$284K Buy
644
+56
+10% +$23.1K 0.05% 151
2020
Q2 		$213K Buy
+588
New +$197K 0.05% 160

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Insight Wealth Strategies's TMO Position: Q2 2021 in Review

Insight Wealth Strategies sold out of Thermo Fisher Scientific (TMO) in Q2 2021, closing a stake of 616 shares — an estimated $281K sold.

Insight Wealth Strategies first reported a position in TMO in Q2 2020 and held it in 4 quarters. The position peaked at $290K in Q4 2020. 2,074 funds tracked by Wall St. Rank hold TMO as of Q2 2021.

  • Insight Wealth Strategies reported no remaining Thermo Fisher Scientific position as of Q2 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 616 Thermo Fisher Scientific shares in Q2 2021, an estimated $281K.
  • Insight Wealth Strategies first reported a position in Thermo Fisher Scientific in Q2 2020 and held it in 4 quarters.
  • Insight Wealth Strategies's Thermo Fisher Scientific position peaked at $290K in Q4 2020.
  • 2,074 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.