Lenox Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Lenox Wealth Advisors’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 Q1	$62K	Sell	102 -2	-2%	-$1.15K	0.01%	225
2021 Q4	$69K	Buy	104 +11	+12%	+$6.87K	0.01%	218
2021 Q3	$53K	Sell	93 -35	-27%	-$19.2K	0.01%	225
2021 Q2	$65K	Buy	128 +38	+42%	+$17.9K	0.01%	202
2021 Q1	$41K	Sell	90 -103	-53%	-$49.2K	0.01%	214
2020 Q4	$90K	Buy	193 +15	+8%	+$7.03K	0.01%	129
2020 Q3	$79K	Hold	178	–	–	0.01%	128
2020 Q2	$64K	Sell	178 -13	-7%	-$4.36K	0.01%	135
2020 Q1	$54K	Buy	191 +15	+9%	+$4.73K	0.01%	131
2019 Q4	$57K	Buy	176 +41	+30%	+$12.4K	0.01%	164
2019 Q3	$39K	Buy	135 +48	+55%	+$13.7K	0.01%	177
2019 Q2	$26K	Sell	87 -18	-17%	-$4.96K	﹤0.01%	196
2019 Q1	$29K	Buy	105 +32	+44%	+$7.96K	0.01%	176
2018 Q4	$16K	Hold	73	–	–	﹤0.01%	213
2018 Q3	$18K	Buy	+73	New	+$16.8K	﹤0.01%	213
2018 Q2	–	Sell	-59	Closed	-$12K	–	643
2018 Q1	$12K	Buy	+59	New	+$12.4K	﹤0.01%	341
2017 Q1	–	Sell	-334	Closed	-$47K	–	114
2016 Q4	$47K	Sell	334 -50	-13%	-$7.37K	0.02%	53
2016 Q3	$61K	Sell	384 -6	-2%	-$925	0.02%	77
2016 Q2	$58K	Hold	390	–	–	0.02%	81
2016 Q1	$55K	Hold	390	–	–	0.02%	84
2015 Q4	$55K	Sell	390 -84	-18%	-$11.2K	0.02%	82
2015 Q3	$58K	Buy	474 +167	+54%	+$21.8K	0.02%	72
2015 Q2	$40K	Sell	307 -167	-35%	-$21.8K	0.02%	76
2015 Q1	$64K	Sell	474 -200	-30%	-$25.8K	0.03%	67
2014 Q4	$84K	Buy	674 +140	+26%	+$17K	0.04%	58
2014 Q3	$65K	Sell	534 -27	-5%	-$3.28K	0.03%	64
2014 Q2	$66K	Buy	561 +27	+5%	+$3.18K	0.03%	53
2014 Q1	$65K	Buy	534 +230	+76%	+$27.3K	0.04%	52
2013 Q4	$34K	Buy	304 +104	+52%	+$10.3K	0.02%	82
2013 Q3	$18K	Hold	200	–	–	0.02%	67
2013 Q2	$17K	Buy	+200	New	+$16.6K	0.02%	77

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

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

Lenox Wealth Advisors's TMO Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Thermo Fisher Scientific (TMO) stake by 1.9% in Q1 2022, selling an estimated $1.15K and leaving 102 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #225.

Lenox Wealth Advisors first reported a position in TMO in Q2 2013 and has held it in 31 quarters since. The position peaked at $90K in Q4 2020. 2,314 funds tracked by Wall St. Rank hold TMO as of Q1 2022.

Lenox Wealth Advisors held 102 shares of Thermo Fisher Scientific worth $62K as of Q1 2022.
Lenox Wealth Advisors sold 2 Thermo Fisher Scientific shares in Q1 2022, an estimated $1.15K.
Thermo Fisher Scientific made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #225 holding.
Lenox Wealth Advisors first reported a position in Thermo Fisher Scientific in Q2 2013 and has held it in 31 quarters since.
Lenox Wealth Advisors's Thermo Fisher Scientific position peaked at $90K in Q4 2020.
2,314 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.