SVWA
TMO icon

Sound View Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Sound View 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
2019
Q1 		$1.12M Sell
4,105
-226
-5% -$56.2K 0.35% 80
2018
Q4 		$969K Buy
+4,331
New +$1.02M 0.35% 82

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sound View Wealth Advisors's TMO Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Thermo Fisher Scientific (TMO) stake by 5.2% in Q1 2019, selling an estimated $56.2K and leaving 4,105 shares worth $1.12M. The position accounts for 0.35% of the portfolio, ranked #80.

Sound View Wealth Advisors first reported a position in TMO in Q4 2018 and has held it in 2 quarters since. 1,522 funds tracked by Wall St. Rank hold TMO as of Q1 2019.

  • Sound View Wealth Advisors held 4,105 shares of Thermo Fisher Scientific worth $1.12M as of Q1 2019.
  • Sound View Wealth Advisors sold 226 Thermo Fisher Scientific shares in Q1 2019, an estimated $56.2K.
  • Thermo Fisher Scientific made up 0.35% of Sound View Wealth Advisors's portfolio in Q1 2019, its #80 holding.
  • Sound View Wealth Advisors first reported a position in Thermo Fisher Scientific in Q4 2018 and has held it in 2 quarters since.
  • 1,522 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.