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Realta Investment Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Realta Investment Advisors’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
-388
Closed -$202K – 818
2023
Q2 		$202K Sell
388
-41
-10% -$22.1K 0.04% 394
2023
Q1 		$247K Sell
429
-17
-4% -$9.58K 0.06% 331
2022
Q4 		$246K Sell
446
-4
-0.9% -$2.12K 0.06% 347
2022
Q3 		$228K Sell
450
-20
-4% -$11.2K 0.06% 336
2022
Q2 		$257K Sell
470
-117
-20% -$64.4K 0.06% 299
2022
Q1 		$347K Buy
587
+171
+41% +$98.2K 0.07% 276
2021
Q4 		$278K Buy
416
+11
+3% +$6.87K 0.06% 329
2021
Q3 		$232K Sell
405
-114
-22% -$62.6K 0.05% 351
2021
Q2 		$262K Sell
519
-30
-5% -$14.2K 0.06% 316
2021
Q1 		$251K Buy
549
+23
+4% +$11K 0.07% 309
2020
Q4 		$245K Sell
526
-27
-5% -$12.7K 0.07% 276
2020
Q3 		$244K Sell
553
-1,087
-66% -$449K 0.08% 262
2020
Q2 		$594K Sell
1,640
-328
-17% -$110K 0.2% 128
2020
Q1 		$558K Sell
1,968
-21
-1% -$6.62K 0.24% 115
2019
Q4 		$624K Buy
1,989
+84
+4% +$25.5K 0.17% 155
2019
Q3 		$555K Sell
1,905
-367
-16% -$105K 0.15% 163
2019
Q2 		$666K Sell
2,272
-100
-4% -$27.5K 0.18% 138
2019
Q1 		$646K Buy
+2,372
New +$590K 0.29% 104

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Realta Investment Advisors's TMO Position: Q3 2023 in Review

Realta Investment Advisors sold out of Thermo Fisher Scientific (TMO) in Q3 2023, closing a stake of 388 shares — an estimated $202K sold.

Realta Investment Advisors first reported a position in TMO in Q1 2019 and held it in 18 quarters. The position peaked at $666K in Q2 2019. 2,364 funds tracked by Wall St. Rank hold TMO as of Q3 2023.

  • Realta Investment Advisors reported no remaining Thermo Fisher Scientific position as of Q3 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 388 Thermo Fisher Scientific shares in Q3 2023, an estimated $202K.
  • Realta Investment Advisors first reported a position in Thermo Fisher Scientific in Q1 2019 and held it in 18 quarters.
  • Realta Investment Advisors's Thermo Fisher Scientific position peaked at $666K in Q2 2019.
  • 2,364 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2023.

Based on Realta Investment Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.