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Strategic Wealth Management Group’s Thermo Fisher Scientific TMO Stock Holding History

Strategic Wealth Management Group’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
2021
Q1 		– Sell
-466
Closed -$217K – 138
2020
Q4 		$217K Sell
466
-17
-4% -$7.97K 0.09% 117
2020
Q3 		$213K Buy
+483
New +$200K 0.1% 108

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategic Wealth Management Group's TMO Position: Q1 2021 in Review

Strategic Wealth Management Group sold out of Thermo Fisher Scientific (TMO) in Q1 2021, closing a stake of 466 shares — an estimated $217K sold.

Strategic Wealth Management Group first reported a position in TMO in Q3 2020 and held it in 2 quarters. The position peaked at $217K in Q4 2020. 2,041 funds tracked by Wall St. Rank hold TMO as of Q1 2021.

  • Strategic Wealth Management Group reported no remaining Thermo Fisher Scientific position as of Q1 2021 after selling out during the quarter.
  • Strategic Wealth Management Group sold 466 Thermo Fisher Scientific shares in Q1 2021, an estimated $217K.
  • Strategic Wealth Management Group first reported a position in Thermo Fisher Scientific in Q3 2020 and held it in 2 quarters.
  • Strategic Wealth Management Group's Thermo Fisher Scientific position peaked at $217K in Q4 2020.
  • 2,041 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2021.

Based on Strategic Wealth Management Group's 13F filing for Q1 2021, filed 8 Apr 2021.