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Kore Private Wealth’s Thermo Fisher Scientific TMO Stock Holding History

Kore Private Wealth’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
2022
Q3 		$407K Sell
803
-157
-16% -$87.9K 0.07% 153
2022
Q2 		$522K Buy
960
+170
+22% +$93.6K 0.08% 160
2022
Q1 		$467K Buy
790
+60
+8% +$34.5K 0.06% 179
2021
Q4 		$487K Sell
730
-950
-57% -$593K 0.06% 174
2021
Q3 		$960K Buy
1,680
+157
+10% +$86.2K 0.1% 154
2021
Q2 		$768K Buy
1,523
+17
+1% +$8.02K 0.09% 168
2021
Q1 		$687K Buy
1,506
+100
+7% +$47.7K 0.09% 155
2020
Q4 		$655K Buy
1,406
+227
+19% +$106K 0.1% 138
2020
Q3 		$521K Buy
1,179
+59
+5% +$24.4K 0.1% 130
2020
Q2 		$405K Sell
1,120
-152
-12% -$50.9K 0.08% 146
2020
Q1 		$361K Buy
1,272
+734
+136% +$231K 0.09% 144
2019
Q4 		$175K Buy
+538
New +$163K 0.03% 268
2019
Q3 		– Sell
-732
Closed -$215K – 241
2019
Q2 		$215K Buy
732
+34
+5% +$9.37K 0.05% 205
2019
Q1 		$191K Buy
698
+681
+4,006% +$169K 0.04% 213
2018
Q4 		$4K Buy
+17
New +$3.99K ﹤0.01% 739

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
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

Kore Private Wealth's TMO Position: Q3 2022 in Review

Kore Private Wealth reduced its Thermo Fisher Scientific (TMO) stake by 16% in Q3 2022, selling an estimated $87.9K and leaving 803 shares worth $407K. The position accounts for 0.07% of the portfolio, ranked #153.

Kore Private Wealth first reported a position in TMO in Q4 2018 and has held it in 15 quarters since. The position peaked at $960K in Q3 2021. 2,267 funds tracked by Wall St. Rank hold TMO as of Q3 2022.

  • Kore Private Wealth held 803 shares of Thermo Fisher Scientific worth $407K as of Q3 2022.
  • Kore Private Wealth sold 157 Thermo Fisher Scientific shares in Q3 2022, an estimated $87.9K.
  • Thermo Fisher Scientific made up 0.07% of Kore Private Wealth's portfolio in Q3 2022, its #153 holding.
  • Kore Private Wealth first reported a position in Thermo Fisher Scientific in Q4 2018 and has held it in 15 quarters since.
  • Kore Private Wealth's Thermo Fisher Scientific position peaked at $960K in Q3 2021.
  • 2,267 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.