OIWM
TMO icon

OptiFour Integrated Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

OptiFour Integrated Wealth Management’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
2019
Q4 		$657K Hold
2,021
– – 0.45% 30
2019
Q3 		$589K Hold
2,021
– – 0.42% 32
2019
Q2 		$594K Buy
+2,021
New +$557K 0.41% 34

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

OptiFour Integrated Wealth Management's TMO Position: Q4 2019 in Review

OptiFour Integrated Wealth Management held its Thermo Fisher Scientific (TMO) position steady in Q4 2019 at 2,021 shares worth $657K. The position accounts for 0.45% of the portfolio, ranked #30.

OptiFour Integrated Wealth Management first reported a position in TMO in Q2 2019 and has held it in 3 quarters since. 1,679 funds tracked by Wall St. Rank hold TMO as of Q4 2019.

  • OptiFour Integrated Wealth Management held 2,021 shares of Thermo Fisher Scientific worth $657K as of Q4 2019.
  • OptiFour Integrated Wealth Management left its Thermo Fisher Scientific share count unchanged in Q4 2019.
  • Thermo Fisher Scientific made up 0.45% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #30 holding.
  • OptiFour Integrated Wealth Management first reported a position in Thermo Fisher Scientific in Q2 2019 and has held it in 3 quarters since.
  • 1,679 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.