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

Regal 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
Q4 		– Sell
-422
Closed -$214K – 565
2023
Q3 		$214K Sell
422
-132
-24% -$70.3K 0.02% 456
2023
Q2 		$289K Sell
554
-22
-4% -$11.9K 0.02% 400
2023
Q1 		$332K Sell
576
-2,082
-78% -$1.17M 0.03% 363
2022
Q4 		$1.46M Buy
2,658
+16
+0.6% +$8.48K 0.14% 149
2022
Q3 		$1.34M Sell
2,642
-5
-0.2% -$2.8K 0.14% 147
2022
Q2 		$1.44M Sell
2,647
-84
-3% -$46.2K 0.15% 141
2022
Q1 		$1.61M Buy
2,731
+70
+3% +$40.2K 0.15% 142
2021
Q4 		$1.77M Sell
2,661
-462
-15% -$288K 0.16% 139
2021
Q3 		$1.78M Buy
3,123
+751
+32% +$412K 0.17% 135
2021
Q2 		$1.2M Buy
+2,372
New +$1.12M 0.12% 184
2015
Q4 		– Sell
-320
Closed -$39K – 814
2015
Q3 		$39K Buy
320
+50
+19% +$6.51K 0.01% 458
2015
Q2 		$35K Hold
270
– – 0.01% 482
2015
Q1 		$36K Buy
270
+200
+286% +$25.8K 0.01% 470
2014
Q4 		$9K Hold
70
– – ﹤0.01% 654
2014
Q3 		$9K Hold
70
– – ﹤0.01% 720
2014
Q2 		$8K Hold
70
– – ﹤0.01% 704
2014
Q1 		$8K Buy
+70
New +$8.32K ﹤0.01% 678

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Regal Investment Advisors's TMO Position: Q4 2023 in Review

Regal Investment Advisors sold out of Thermo Fisher Scientific (TMO) in Q4 2023, closing a stake of 422 shares — an estimated $214K sold.

Regal Investment Advisors first reported a position in TMO in Q1 2014 and held it in 17 quarters. The position peaked at $1.78M in Q3 2021. 2,487 funds tracked by Wall St. Rank hold TMO as of Q4 2023.

  • Regal Investment Advisors reported no remaining Thermo Fisher Scientific position as of Q4 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 422 Thermo Fisher Scientific shares in Q4 2023, an estimated $214K.
  • Regal Investment Advisors first reported a position in Thermo Fisher Scientific in Q1 2014 and held it in 17 quarters.
  • Regal Investment Advisors's Thermo Fisher Scientific position peaked at $1.78M in Q3 2021.
  • 2,487 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2023.

Based on Regal Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.