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Monument Group Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Monument Group 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
2024
Q4 		– Sell
-800
Closed -$495K – 52
2024
Q3 		$495K Hold
800
– – 0.3% 23
2024
Q2 		$442K Hold
800
– – 0.3% 24
2024
Q1 		$465K Hold
800
– – 0.34% 22
2023
Q4 		$425K Buy
+800
New +$387K 0.36% 21

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Monument Group Wealth Advisors's TMO Position: Q4 2024 in Review

Monument Group Wealth Advisors sold out of Thermo Fisher Scientific (TMO) in Q4 2024, closing a stake of 800 shares — an estimated $495K sold.

Monument Group Wealth Advisors first reported a position in TMO in Q4 2023 and held it in 4 quarters. The position peaked at $495K in Q3 2024. 2,616 funds tracked by Wall St. Rank hold TMO as of Q4 2024.

  • Monument Group Wealth Advisors reported no remaining Thermo Fisher Scientific position as of Q4 2024 after selling out during the quarter.
  • Monument Group Wealth Advisors sold 800 Thermo Fisher Scientific shares in Q4 2024, an estimated $495K.
  • Monument Group Wealth Advisors first reported a position in Thermo Fisher Scientific in Q4 2023 and held it in 4 quarters.
  • Monument Group Wealth Advisors's Thermo Fisher Scientific position peaked at $495K in Q3 2024.
  • 2,616 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2024.

Based on Monument Group Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.