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Source Financial Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Source Financial 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
-397
Closed -$207K – 134
2023
Q2 		$207K Buy
+397
New +$214K 0.07% 125

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

Source Financial Advisors's TMO Position: Q3 2023 in Review

Source Financial Advisors sold out of Thermo Fisher Scientific (TMO) in Q3 2023, closing a stake of 397 shares — an estimated $207K sold.

Source Financial Advisors first reported a position in TMO in Q2 2023 and held it in 1 quarter. The position peaked at $207K in Q2 2023. 2,364 funds tracked by Wall St. Rank hold TMO as of Q3 2023.

  • Source Financial Advisors reported no remaining Thermo Fisher Scientific position as of Q3 2023 after selling out during the quarter.
  • Source Financial Advisors sold 397 Thermo Fisher Scientific shares in Q3 2023, an estimated $207K.
  • Source Financial Advisors first reported a position in Thermo Fisher Scientific in Q2 2023 and held it in 1 quarter.
  • Source Financial Advisors's Thermo Fisher Scientific position peaked at $207K in Q2 2023.
  • 2,364 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2023.

Based on Source Financial Advisors's 13F filing for Q3 2023, filed 26 Oct 2023.