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Milestone Investment Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Milestone Investment 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
-334
Closed -$169K – 410
2023
Q3 		$169K Buy
+334
New +$178K 0.05% 113
2023
Q2 		– Sell
-334
Closed -$193K – 407
2023
Q1 		$193K Buy
+334
New +$188K 0.06% 107

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Milestone Investment Advisors's TMO Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Thermo Fisher Scientific (TMO) in Q4 2023, closing a stake of 334 shares — an estimated $169K sold.

Milestone Investment Advisors first reported a position in TMO in Q1 2023 and held it in 2 quarters. The position peaked at $193K in Q1 2023. 2,487 funds tracked by Wall St. Rank hold TMO as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Thermo Fisher Scientific position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 334 Thermo Fisher Scientific shares in Q4 2023, an estimated $169K.
  • Milestone Investment Advisors first reported a position in Thermo Fisher Scientific in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Thermo Fisher Scientific position peaked at $193K in Q1 2023.
  • 2,487 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.