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Laurel Wealth Advisors (California)’s Thermo Fisher Scientific TMO Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$1.11M Buy
2,018
+1,272
+171% +$674K 0.11% 195
2022
Q3 		$379K Sell
746
-17
-2% -$9.51K 0.04% 411
2022
Q2 		$415K Sell
763
-93
-11% -$51.2K 0.04% 408
2022
Q1 		$506K Sell
856
-34
-4% -$19.5K 0.04% 408
2021
Q4 		$594K Buy
890
+216
+32% +$135K 0.05% 393
2021
Q3 		$385K Sell
674
-179
-21% -$98.2K 0.07% 288
2021
Q2 		$431K Sell
853
-30
-3% -$14.2K 0.06% 312
2021
Q1 		$403K Buy
883
+46
+5% +$22K 0.06% 293
2020
Q4 		$390K Hold
837
– – 0.06% 293
2020
Q3 		$369K Sell
837
-3
-0.4% -$1.24K 0.06% 269
2020
Q2 		$305K Sell
840
-28
-3% -$9.38K 0.06% 283
2020
Q1 		$246K Buy
868
+5
+0.6% +$1.58K 0.06% 317
2019
Q4 		$280K Sell
863
-451
-34% -$137K 0.05% 366
2019
Q3 		$383K Buy
1,314
+330
+34% +$94.5K 0.07% 302
2019
Q2 		$289K Buy
984
+22
+2% +$6.06K 0.06% 315
2019
Q1 		$263K Sell
962
-30
-3% -$7.47K 0.06% 314
2018
Q4 		$221K Sell
992
-10
-1% -$2.35K 0.07% 306
2018
Q3 		$244K Sell
1,002
-290
-22% -$66.7K 0.06% 336
2018
Q2 		$267K Sell
1,292
-39
-3% -$8.28K 0.07% 287
2018
Q1 		$274K Sell
1,331
-88
-6% -$18.5K 0.08% 264
2017
Q4 		$269K Buy
1,419
+284
+25% +$54.4K 0.08% 277
2017
Q3 		$214K Buy
+1,135
New +$206K 0.07% 281

Other funds holding TMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Laurel Wealth Advisors (California)'s TMO Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Thermo Fisher Scientific (TMO) stake by 171% in Q4 2022, buying an estimated $674K and bringing the position to 2,018 shares worth $1.11M. The position accounts for 0.11% of the portfolio, ranked #195.

Laurel Wealth Advisors (California) first reported a position in TMO in Q3 2017 and has held it in 22 quarters since. 2,376 funds tracked by Wall St. Rank hold TMO as of Q4 2022.

  • Laurel Wealth Advisors (California) held 2,018 shares of Thermo Fisher Scientific worth $1.11M as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 1,272 Thermo Fisher Scientific shares in Q4 2022, an estimated $674K.
  • Thermo Fisher Scientific made up 0.11% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #195 holding.
  • Laurel Wealth Advisors (California) first reported a position in Thermo Fisher Scientific in Q3 2017 and has held it in 22 quarters since.
  • 2,376 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.