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

PRW 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
2023 Q3	–	Sell	-457	Closed	-$240K	–	116
2023 Q2	$240K	Buy	457 +5	+1%	+$2.7K	0.08%	62
2023 Q1	$251K	Sell	452 -4	-0.9%	-$2.25K	0.1%	93
2022 Q4	$251K	Hold	456	–	–	0.11%	54
2022 Q3	$231K	Hold	456	–	–	0.11%	80
2022 Q2	$248K	Hold	456	–	–	0.15%	79
2022 Q1	$268K	Sell	456 -24	-5%	-$13.8K	0.12%	87
2021 Q4	$321K	Buy	480 +60	+14%	+$37.5K	0.15%	74
2021 Q3	$240K	Buy	+420	New	+$231K	0.12%	82
2021 Q2	–	Sell	-476	Closed	-$217K	–	294
2021 Q1	$217K	Sell	476 -122	-20%	-$58.2K	0.11%	86
2020 Q4	$279K	Buy	598 +3	+0.5%	+$1.41K	0.16%	72
2020 Q3	$263K	Sell	595 -44	-7%	-$18.2K	0.19%	63
2020 Q2	$232K	Buy	+639	New	+$214K	0.18%	67
2019 Q2	–	Sell	-367	Closed	-$100K	–	609
2019 Q1	$100K	Sell	367 -78	-18%	-$19.4K	0.09%	83
2018 Q4	$99K	Buy	+445	New	+$104K	0.12%	88

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PRW Wealth Management's TMO Position: Q3 2023 in Review

PRW Wealth Management sold out of Thermo Fisher Scientific (TMO) in Q3 2023, closing a stake of 457 shares — an estimated $240K sold.

PRW Wealth Management first reported a position in TMO in Q4 2018 and held it in 14 quarters. The position peaked at $321K in Q4 2021. 2,366 funds tracked by Wall St. Rank hold TMO as of Q3 2023.

PRW Wealth Management reported no remaining Thermo Fisher Scientific position as of Q3 2023 after selling out during the quarter.
PRW Wealth Management sold 457 Thermo Fisher Scientific shares in Q3 2023, an estimated $240K.
PRW Wealth Management first reported a position in Thermo Fisher Scientific in Q4 2018 and held it in 14 quarters.
PRW Wealth Management's Thermo Fisher Scientific position peaked at $321K in Q4 2021.
2,366 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2023.

Based on PRW Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.