Laurel Wealth Planning’s Thermo Fisher Scientific TMO Stock Holding History

Laurel Wealth Planning’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 Q1	–	Sell	-261	Closed	-$144K	–	187
2022 Q4	$144K	Hold	261	–	–	0.09%	68
2022 Q3	$132K	Sell	261 -284	-52%	-$159K	0.1%	68
2022 Q2	$296K	Hold	545	–	–	0.21%	51
2022 Q1	$322K	Hold	545	–	–	0.22%	56
2021 Q4	$364K	Hold	545	–	–	0.28%	51
2021 Q3	$311K	Hold	545	–	–	0.25%	50
2021 Q2	$275K	Hold	545	–	–	0.24%	42
2021 Q1	$249K	Hold	545	–	–	0.23%	41
2020 Q4	$254K	Buy	+545	New	+$256K	0.25%	38

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Laurel Wealth Planning's TMO Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Thermo Fisher Scientific (TMO) in Q1 2023, closing a stake of 261 shares — an estimated $144K sold.

Laurel Wealth Planning first reported a position in TMO in Q4 2020 and held it in 9 quarters. The position peaked at $364K in Q4 2021. 2,387 funds tracked by Wall St. Rank hold TMO as of Q1 2023.

Laurel Wealth Planning reported no remaining Thermo Fisher Scientific position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 261 Thermo Fisher Scientific shares in Q1 2023, an estimated $144K.
Laurel Wealth Planning first reported a position in Thermo Fisher Scientific in Q4 2020 and held it in 9 quarters.
Laurel Wealth Planning's Thermo Fisher Scientific position peaked at $364K in Q4 2021.
2,387 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.