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Partnership Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

Partnership 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
2024
Q4 		– Sell
-119
Closed -$73.7K – 169
2024
Q3 		$73.7K Hold
119
– – 0.05% 107
2024
Q2 		$65.9K Hold
119
– – 0.05% 130
2024
Q1 		$69.3K Hold
119
– – 0.05% 133
2023
Q4 		$64.2K Buy
+119
New +$57.6K 0.05% 136

Other funds holding TMO

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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

Partnership Wealth Management's TMO Position: Q4 2024 in Review

Partnership Wealth Management sold out of Thermo Fisher Scientific (TMO) in Q4 2024, closing a stake of 119 shares — an estimated $73.7K sold.

Partnership Wealth Management first reported a position in TMO in Q4 2023 and held it in 4 quarters. The position peaked at $73.7K in Q3 2024. 2,616 funds tracked by Wall St. Rank hold TMO as of Q4 2024.

  • Partnership Wealth Management reported no remaining Thermo Fisher Scientific position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 119 Thermo Fisher Scientific shares in Q4 2024, an estimated $73.7K.
  • Partnership Wealth Management first reported a position in Thermo Fisher Scientific in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's Thermo Fisher Scientific position peaked at $73.7K in Q3 2024.
  • 2,616 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.