Level Financial Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Level Financial 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
2023 Q4	–	Sell	-25	Closed	-$12.1K	–	277
2023 Q3	$12.7K	Hold	25	–	–	0.01%	176
2023 Q2	$13K	Buy	+25	New	+$13.5K	0.01%	173
2023 Q1	–	Sell	-2	Closed	-$1K	–	291
2022 Q4	$1K	Buy	+2	New	+$1.06K	﹤0.01%	266
2022 Q3	–	Sell	-1	Closed	-$1K	–	334
2022 Q2	$1K	Buy	+1	New	+$550	﹤0.01%	285

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Level Financial Advisors's TMO Position: Q4 2023 in Review

Level Financial Advisors sold out of Thermo Fisher Scientific (TMO) in Q4 2023, closing a stake of 25 shares — an estimated $12.1K sold.

Level Financial Advisors first reported a position in TMO in Q2 2022 and held it in 4 quarters. The position peaked at $13K in Q2 2023. 2,490 funds tracked by Wall St. Rank hold TMO as of Q4 2023.

Level Financial Advisors reported no remaining Thermo Fisher Scientific position as of Q4 2023 after selling out during the quarter.
Level Financial Advisors sold 25 Thermo Fisher Scientific shares in Q4 2023, an estimated $12.1K.
Level Financial Advisors first reported a position in Thermo Fisher Scientific in Q2 2022 and held it in 4 quarters.
Level Financial Advisors's Thermo Fisher Scientific position peaked at $13K in Q2 2023.
2,490 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2023.

Based on Level Financial Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.