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Polaris Wealth Advisory Group’s Thermo Fisher Scientific TMO Stock Holding History

Polaris Wealth Advisory Group’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
2022
Q3 		– Sell
-13,380
Closed -$7.27M – 178
2022
Q2 		$7.27M Sell
13,380
-1,772
-12% -$975K 0.58% 46
2022
Q1 		$9.28M Sell
15,152
-24,916
-62% -$14.3M 0.62% 50
2021
Q4 		$26.7M Buy
+40,068
New +$25M 1.53% 25
2021
Q2 		– Sell
-44,296
Closed -$21.2M – 207
2021
Q1 		$21.2M Buy
44,296
+32,745
+283% +$15.6M 1.36% 29
2020
Q4 		$5.92M Sell
11,551
-1,758
-13% -$824K 0.44% 71
2020
Q3 		$6M Sell
13,309
-6,213
-32% -$2.57M 0.56% 46
2020
Q2 		$7.02M Sell
19,522
-4,193
-18% -$1.41M 0.56% 50
2020
Q1 		$6.73M Sell
23,715
-1,838
-7% -$580K 0.73% 37
2019
Q4 		$8.61M Sell
25,553
-5,785
-18% -$1.75M 0.57% 51
2019
Q3 		$8.76M Sell
31,338
-54,958
-64% -$15.7M 0.72% 47
2019
Q2 		$25.8M Sell
86,296
-4,804
-5% -$1.32M 1.96% 18
2019
Q1 		$25.2M Sell
91,100
-11,718
-11% -$2.92M 1.89% 19
2018
Q4 		$23M Sell
102,818
-3,815
-4% -$895K 2.16% 14
2018
Q3 		$26M Sell
106,633
-9,420
-8% -$2.17M 1.79% 21
2018
Q2 		$24M Sell
116,053
-100
-0.1% -$21.2K 2.02% 17
2018
Q1 		$24M Buy
116,153
+3,544
+3% +$744K 1.96% 17
2017
Q4 		$21.4M Buy
112,609
+2,932
+3% +$562K 1.76% 22
2017
Q3 		$20.8M Sell
109,677
-4,567
-4% -$827K 1.83% 19
2017
Q2 		$19.9M Buy
114,244
+1,432
+1% +$241K 2.27% 15
2017
Q1 		$17.3M Buy
112,812
+3,184
+3% +$487K 1.89% 23
2016
Q4 		$15.5M Buy
109,628
+688
+0.6% +$101K 1.79% 26
2016
Q3 		$17.3M Buy
108,940
+6,669
+7% +$1.03M 2.07% 17
2016
Q2 		$15.1M Buy
+102,271
New +$15.1M 2.35% 18
2014
Q2 		– Sell
-23,145
Closed -$2.78M – 137
2014
Q1 		$2.78M Buy
23,145
+3,037
+15% +$361K 0.65% 21
2013
Q4 		$2.24M Buy
20,108
+3,956
+24% +$393K 0.55% 22
2013
Q3 		$1.49M Buy
16,152
+5,960
+58% +$539K 0.46% 21
2013
Q2 		$863K Buy
+10,192
New +$848K 0.35% 21

Other funds holding TMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polaris Wealth Advisory Group's TMO Position: Q3 2022 in Review

Polaris Wealth Advisory Group sold out of Thermo Fisher Scientific (TMO) in Q3 2022, closing a stake of 13,380 shares — an estimated $7.27M sold.

Polaris Wealth Advisory Group first reported a position in TMO in Q2 2013 and held it in 27 quarters. The position peaked at $26.7M in Q4 2021. 2,267 funds tracked by Wall St. Rank hold TMO as of Q3 2022.

  • Polaris Wealth Advisory Group reported no remaining Thermo Fisher Scientific position as of Q3 2022 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 13,380 Thermo Fisher Scientific shares in Q3 2022, an estimated $7.27M.
  • Polaris Wealth Advisory Group first reported a position in Thermo Fisher Scientific in Q2 2013 and held it in 27 quarters.
  • Polaris Wealth Advisory Group's Thermo Fisher Scientific position peaked at $26.7M in Q4 2021.
  • 2,267 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2022, filed 12 Oct 2022.