KFG Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

KFG Wealth Management’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 Q4	–	Sell	-722	Closed	-$365K	–	141
2023 Q3	$365K	Buy	722 +103	+17%	+$54.9K	0.2%	90
2023 Q2	$323K	Buy	+619	New	+$334K	0.19%	86

Other funds holding TMO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

KFG Wealth Management's TMO Position: Q4 2023 in Review

KFG Wealth Management sold out of Thermo Fisher Scientific (TMO) in Q4 2023, closing a stake of 722 shares — an estimated $365K sold.

KFG Wealth Management first reported a position in TMO in Q2 2023 and held it in 2 quarters. The position peaked at $365K in Q3 2023. 2,488 funds tracked by Wall St. Rank hold TMO as of Q4 2023.

KFG Wealth Management reported no remaining Thermo Fisher Scientific position as of Q4 2023 after selling out during the quarter.
KFG Wealth Management sold 722 Thermo Fisher Scientific shares in Q4 2023, an estimated $365K.
KFG Wealth Management first reported a position in Thermo Fisher Scientific in Q2 2023 and held it in 2 quarters.
KFG Wealth Management's Thermo Fisher Scientific position peaked at $365K in Q3 2023.
2,488 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2023.

Based on KFG Wealth Management's 13F filing for Q4 2023, filed 31 Jan 2024.