Monterey Private Wealth’s Thermo Fisher Scientific TMO Stock Holding History

Monterey Private Wealth’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 Q3	–	Sell	-579	Closed	-$315K	–	107
2022 Q2	$315K	Buy	579 +47	+9%	+$25.9K	0.18%	72
2022 Q1	$317K	Hold	532	–	–	0.15%	79
2021 Q4	$355K	Hold	532	–	–	0.18%	74
2021 Q3	$304K	Hold	532	–	–	0.17%	73
2021 Q2	$268K	Buy	+532	New	+$251K	0.15%	82
2021 Q1	–	Sell	-471	Closed	-$219K	–	100
2020 Q4	$219K	Hold	471	–	–	0.13%	85
2020 Q3	$208K	Buy	+471	New	+$195K	0.13%	81

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Monterey Private Wealth's TMO Position: Q3 2022 in Review

Monterey Private Wealth sold out of Thermo Fisher Scientific (TMO) in Q3 2022, closing a stake of 579 shares — an estimated $315K sold.

Monterey Private Wealth first reported a position in TMO in Q3 2020 and held it in 7 quarters. The position peaked at $355K in Q4 2021. 2,268 funds tracked by Wall St. Rank hold TMO as of Q3 2022.

Monterey Private Wealth reported no remaining Thermo Fisher Scientific position as of Q3 2022 after selling out during the quarter.
Monterey Private Wealth sold 579 Thermo Fisher Scientific shares in Q3 2022, an estimated $315K.
Monterey Private Wealth first reported a position in Thermo Fisher Scientific in Q3 2020 and held it in 7 quarters.
Monterey Private Wealth's Thermo Fisher Scientific position peaked at $355K in Q4 2021.
2,268 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2022.

Based on Monterey Private Wealth's 13F filing for Q3 2022, filed 11 Oct 2022.