IVC Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History

IVC Wealth Advisors’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 Q3	–	Sell	-575	Closed	-$318K	–	173
2024 Q2	$318K	Hold	575	–	–	0.18%	113
2024 Q1	$334K	Hold	575	–	–	0.19%	111
2023 Q4	$305K	Sell	575 -6	-1%	-$2.9K	0.19%	109
2023 Q3	$294K	Sell	581 -9	-2%	-$4.8K	0.2%	109
2023 Q2	$308K	Buy	590 +4	+0.7%	+$2.16K	0.2%	110
2023 Q1	$338K	Buy	586 +5	+0.9%	+$2.82K	0.24%	96
2022 Q4	$320K	Sell	581 -22	-4%	-$11.7K	0.24%	101
2022 Q3	$306K	Buy	603 +7	+1%	+$3.92K	0.25%	98
2022 Q2	$324K	Buy	596 +21	+4%	+$11.6K	0.25%	99
2022 Q1	$340K	Sell	575 -1	-0.2%	-$574	0.22%	103
2021 Q4	$384K	Buy	576 +1	+0.2%	+$624	0.25%	99
2021 Q3	$329K	Sell	575 -200	-26%	-$110K	0.23%	103
2021 Q2	$391K	Hold	775	–	–	0.27%	92
2021 Q1	$354K	Hold	775	–	–	0.28%	90
2020 Q4	$361K	Buy	+775	New	+$363K	0.34%	77

Other funds holding TMO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IVC Wealth Advisors's TMO Position: Q3 2024 in Review

IVC Wealth Advisors sold out of Thermo Fisher Scientific (TMO) in Q3 2024, closing a stake of 575 shares — an estimated $318K sold.

IVC Wealth Advisors first reported a position in TMO in Q4 2020 and held it in 15 quarters. The position peaked at $391K in Q2 2021. 2,574 funds tracked by Wall St. Rank hold TMO as of Q3 2024.

IVC Wealth Advisors reported no remaining Thermo Fisher Scientific position as of Q3 2024 after selling out during the quarter.
IVC Wealth Advisors sold 575 Thermo Fisher Scientific shares in Q3 2024, an estimated $318K.
IVC Wealth Advisors first reported a position in Thermo Fisher Scientific in Q4 2020 and held it in 15 quarters.
IVC Wealth Advisors's Thermo Fisher Scientific position peaked at $391K in Q2 2021.
2,574 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2024.

Based on IVC Wealth Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.