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KWM
Kolinsky Wealth Management’s
Thermo Fisher Scientific
TMO
Stock Holding History
Kolinsky 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
2024
Q4
$816K
Sell
1,745
-148
-8%
-$81.4K
0.5%
32
2024
Q3
$1.03M
Buy
1,893
+45
+2%
+$26.6K
0.67%
20
2024
Q2
$883K
Buy
1,848
+654
+55%
+$375K
0.63%
27
2024
Q1
$694K
Buy
1,194
+164
+16%
+$92K
0.53%
35
2023
Q4
$547K
Sell
1,030
-16
-2%
-$7.75K
0.48%
43
2023
Q3
$529K
Buy
1,046
+74
+8%
+$39.4K
0.53%
38
2023
Q2
$500K
Buy
972
+64
+7%
+$34.5K
0.47%
46
2023
Q1
$523K
Sell
908
-6
-0.7%
-$3.38K
0.56%
33
2022
Q4
$503K
Buy
914
+19
+2%
+$10.1K
0.57%
34
2022
Q3
$454K
Sell
895
-2
-0.2%
-$1.12K
0.57%
34
2022
Q2
$487K
Sell
897
-27
-3%
-$14.9K
0.58%
32
2022
Q1
$546K
Sell
924
-31
-3%
-$17.8K
0.54%
33
2021
Q4
$637K
Buy
+955
New
+$596K
0.59%
28
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1-Year Est. Return
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$5.7T AUM
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1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
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1-Year Est. Return
T. Rowe Price Associates
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$865B AUM
30.76%
1-Year Est. Return
Capital World Investors
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$733B AUM
35.63%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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