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Provence Wealth Management Group’s Thermo Fisher Scientific TMO Stock Holding History

Provence Wealth Management 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
2023
Q4 		$402K Buy
758
+725
+2,197% +$351K 0.22% 98
2023
Q3 		$16.7K Buy
+33
New +$17.6K 0.01% 270
2023
Q2 		– Sell
-710
Closed -$409K – 160
2023
Q1 		$409K Buy
710
+201
+39% +$113K 0.27% 76
2022
Q4 		$280K Buy
+509
New +$270K 0.23% 88

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Provence Wealth Management Group's TMO Position: Q4 2023 in Review

Provence Wealth Management Group increased its Thermo Fisher Scientific (TMO) stake by 2,197% in Q4 2023, buying an estimated $351K and bringing the position to 758 shares worth $402K. The position accounts for 0.22% of the portfolio, ranked #98.

Provence Wealth Management Group first reported a position in TMO in Q4 2022 and has held it in 4 quarters since. The position peaked at $409K in Q1 2023. 2,489 funds tracked by Wall St. Rank hold TMO as of Q4 2023.

  • Provence Wealth Management Group held 758 shares of Thermo Fisher Scientific worth $402K as of Q4 2023.
  • Provence Wealth Management Group bought 725 Thermo Fisher Scientific shares in Q4 2023, an estimated $351K.
  • Thermo Fisher Scientific made up 0.22% of Provence Wealth Management Group's portfolio in Q4 2023, its #98 holding.
  • Provence Wealth Management Group first reported a position in Thermo Fisher Scientific in Q4 2022 and has held it in 4 quarters since.
  • Provence Wealth Management Group's Thermo Fisher Scientific position peaked at $409K in Q1 2023.
  • 2,489 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.