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

Selective 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
2022
Q4 		– Sell
-100
Closed -$51K – 670
2022
Q3 		$51K Sell
100
-823
-89% -$461K 0.02% 298
2022
Q2 		$501K Buy
923
+523
+131% +$288K 0.18% 75
2022
Q1 		$236K Buy
400
+65
+19% +$37.3K 0.09% 118
2021
Q4 		$224K Hold
335
– – 0.09% 114
2021
Q3 		$191K Buy
+335
New +$184K 0.1% 111

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Selective Wealth Management's TMO Position: Q4 2022 in Review

Selective Wealth Management sold out of Thermo Fisher Scientific (TMO) in Q4 2022, closing a stake of 100 shares — an estimated $51K sold.

Selective Wealth Management first reported a position in TMO in Q3 2021 and held it in 5 quarters. The position peaked at $501K in Q2 2022. 2,376 funds tracked by Wall St. Rank hold TMO as of Q4 2022.

  • Selective Wealth Management reported no remaining Thermo Fisher Scientific position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 100 Thermo Fisher Scientific shares in Q4 2022, an estimated $51K.
  • Selective Wealth Management first reported a position in Thermo Fisher Scientific in Q3 2021 and held it in 5 quarters.
  • Selective Wealth Management's Thermo Fisher Scientific position peaked at $501K in Q2 2022.
  • 2,376 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.