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Planning Center Inc’s Thermo Fisher Scientific TMO Stock Holding History

Planning Center Inc’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
2023
Q2 		– Sell
-640
Closed -$378K – 76
2023
Q1 		$378K Hold
640
– – 0.1% 39
2022
Q4 		$352K Buy
+640
New +$339K 0.11% 43

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Planning Center Inc's TMO Position: Q2 2023 in Review

Planning Center Inc sold out of Thermo Fisher Scientific (TMO) in Q2 2023, closing a stake of 640 shares — an estimated $378K sold.

Planning Center Inc first reported a position in TMO in Q4 2022 and held it in 2 quarters. The position peaked at $378K in Q1 2023. 2,387 funds tracked by Wall St. Rank hold TMO as of Q2 2023.

  • Planning Center Inc reported no remaining Thermo Fisher Scientific position as of Q2 2023 after selling out during the quarter.
  • Planning Center Inc sold 640 Thermo Fisher Scientific shares in Q2 2023, an estimated $378K.
  • Planning Center Inc first reported a position in Thermo Fisher Scientific in Q4 2022 and held it in 2 quarters.
  • Planning Center Inc's Thermo Fisher Scientific position peaked at $378K in Q1 2023.
  • 2,387 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2023.

Based on Planning Center Inc's 13F filing for Q2 2023, filed 20 Jul 2023.