Ropes Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Ropes Wealth 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	$1.11M	Sell	2,193 -143	-6%	-$76.2K	0.22%	95
2023 Q2	$1.22M	Buy	2,336 +10	+0.4%	+$5.4K	0.2%	106
2023 Q1	$1.34M	Buy	2,326 +60	+3%	+$33.8K	0.24%	98
2022 Q4	$1.25M	Buy	2,266 +960	+74%	+$509K	0.22%	101
2022 Q3	$662K	Buy	1,306 +449	+52%	+$251K	0.14%	129
2022 Q2	$466K	Buy	857 +29	+4%	+$16K	0.1%	179
2022 Q1	$489K	Sell	828 -223	-21%	-$128K	0.08%	197
2021 Q4	$701K	Buy	1,051 +318	+43%	+$199K	0.12%	137
2021 Q3	$419K	Sell	733 -11	-1%	-$6.04K	0.07%	192
2021 Q2	$375K	Buy	744 +6	+0.8%	+$2.83K	0.06%	202
2021 Q1	$342K	Buy	738 +31	+4%	+$14.8K	0.06%	196
2020 Q4	$329K	Buy	707 +1	+0.1%	+$469	0.05%	185
2020 Q3	$312K	Buy	706 +153	+28%	+$63.2K	0.06%	170
2020 Q2	$200K	Sell	553 -29	-5%	-$9.72K	0.04%	187
2020 Q1	$165K	Buy	582 +173	+42%	+$54.6K	0.04%	187
2019 Q4	$133K	Hold	409	–	–	0.03%	247
2019 Q3	$119K	Buy	409 +101	+33%	+$28.9K	0.03%	266
2019 Q2	$90K	Sell	308 -22	-7%	-$6.06K	0.02%	285
2019 Q1	$90K	Buy	330 +112	+51%	+$27.9K	0.02%	277
2018 Q4	$49K	Sell	218 -50	-19%	-$11.7K	0.01%	309
2018 Q3	$65K	Hold	268	–	–	0.02%	314
2018 Q2	$56K	Sell	268 -67	-20%	-$14.2K	0.02%	342
2018 Q1	$69K	Hold	335	–	–	0.02%	301
2017 Q4	$64K	Sell	335 -375	-53%	-$71.8K	0.02%	325
2017 Q3	$134K	Hold	710	–	–	0.04%	243
2017 Q2	$124K	Buy	710 +97	+16%	+$16.3K	0.04%	249
2017 Q1	$94K	Buy	+613	New	+$93.7K	0.03%	269
2016 Q3	–	Sell	-29	Closed	-$4K	–	500
2016 Q2	$4K	Buy	29 +18	+164%	+$2.66K	﹤0.01%	422
2016 Q1	$2K	Buy	+11	New	+$1.47K	﹤0.01%	390

Other funds holding TMO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ropes Wealth Advisors's TMO Position: Q3 2023 in Review

Ropes Wealth Advisors reduced its Thermo Fisher Scientific (TMO) stake by 6.1% in Q3 2023, selling an estimated $76.2K and leaving 2,193 shares worth $1.11M. The position accounts for 0.22% of the portfolio, ranked #95.

Ropes Wealth Advisors first reported a position in TMO in Q1 2016 and has held it in 29 quarters since. The position peaked at $1.34M in Q1 2023. 2,364 funds tracked by Wall St. Rank hold TMO as of Q3 2023.

Ropes Wealth Advisors held 2,193 shares of Thermo Fisher Scientific worth $1.11M as of Q3 2023.
Ropes Wealth Advisors sold 143 Thermo Fisher Scientific shares in Q3 2023, an estimated $76.2K.
Thermo Fisher Scientific made up 0.22% of Ropes Wealth Advisors's portfolio in Q3 2023, its #95 holding.
Ropes Wealth Advisors first reported a position in Thermo Fisher Scientific in Q1 2016 and has held it in 29 quarters since.
Ropes Wealth Advisors's Thermo Fisher Scientific position peaked at $1.34M in Q1 2023.
2,364 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.