Perfromance Wealth Partners’s Thermo Fisher Scientific TMO Stock Holding History

Perfromance Wealth Partners’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	-327	Closed	-$202K	–	205
2024 Q3	$202K	Buy	+327	New	+$194K	0.01%	185
2023 Q2	–	Sell	-348	Closed	-$201K	–	192
2023 Q1	$201K	Sell	348 -20	-5%	-$11.3K	0.01%	174
2022 Q4	$203K	Sell	368 -26	-7%	-$13.8K	0.01%	161
2022 Q3	$200K	Hold	394	–	–	0.01%	158
2022 Q2	$214K	Buy	394 +26	+7%	+$14.3K	0.01%	157
2022 Q1	$217K	Buy	368 +14	+4%	+$8.04K	0.01%	162
2021 Q4	$236K	Buy	+354	New	+$221K	0.01%	160

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

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 World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Perfromance Wealth Partners's TMO Position: Q4 2024 in Review

Perfromance Wealth Partners sold out of Thermo Fisher Scientific (TMO) in Q4 2024, closing a stake of 327 shares — an estimated $202K sold.

Perfromance Wealth Partners first reported a position in TMO in Q4 2021 and held it in 7 quarters. The position peaked at $236K in Q4 2021. 2,623 funds tracked by Wall St. Rank hold TMO as of Q4 2024.

Perfromance Wealth Partners reported no remaining Thermo Fisher Scientific position as of Q4 2024 after selling out during the quarter.
Perfromance Wealth Partners sold 327 Thermo Fisher Scientific shares in Q4 2024, an estimated $202K.
Perfromance Wealth Partners first reported a position in Thermo Fisher Scientific in Q4 2021 and held it in 7 quarters.
Perfromance Wealth Partners's Thermo Fisher Scientific position peaked at $236K in Q4 2021.
2,623 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2024.

Based on Perfromance Wealth Partners's 13F filing for Q4 2024, filed 17 Jan 2025.