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

Sutton 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	$223K	Buy	441 +2	+0.5%	+$1.07K	0.11%	99
2023 Q2	$229K	Sell	439 -41	-9%	-$22.1K	0.11%	95
2023 Q1	$277K	Sell	480 -233	-33%	-$131K	0.15%	86
2022 Q4	$393K	Sell	713 -239	-25%	-$127K	0.15%	109
2022 Q3	$483K	Buy	952 +228	+31%	+$128K	0.2%	81
2022 Q2	$393K	Buy	724 +32	+5%	+$17.6K	0.16%	99
2022 Q1	$409K	Sell	692 -2	-0.3%	-$1.15K	0.14%	102
2021 Q4	$463K	Buy	694 +5	+0.7%	+$3.12K	0.15%	95
2021 Q3	$394K	Buy	689 +2	+0.3%	+$1.1K	0.15%	108
2021 Q2	$347K	Hold	687	–	–	0.13%	120
2021 Q1	$314K	Hold	687	–	–	0.12%	122
2020 Q4	$320K	Buy	687 +10	+1%	+$4.69K	0.14%	115
2020 Q3	$299K	Hold	677	–	–	0.14%	110
2020 Q2	$245K	Buy	677 +7	+1%	+$2.35K	0.13%	121
2020 Q1	$190K	Buy	670 +5	+0.8%	+$1.58K	0.12%	134
2019 Q4	$216K	Hold	665	–	–	0.11%	142
2019 Q3	$194K	Hold	665	–	–	0.11%	151
2019 Q2	$195K	Buy	665 +8	+1%	+$2.2K	0.11%	145
2019 Q1	$180K	Buy	657 +9	+1%	+$2.24K	0.11%	150
2018 Q4	$145K	Buy	648 +300	+86%	+$70.4K	0.09%	159
2018 Q3	$84.9K	Hold	348	–	–	0.06%	214
2018 Q2	$72.1K	Hold	348	–	–	0.05%	230
2018 Q1	$71.8K	Hold	348	–	–	0.05%	226
2017 Q4	$66.1K	Hold	348	–	–	0.05%	228
2017 Q3	$65.8K	Hold	348	–	–	0.05%	228
2017 Q2	$60.7K	Buy	348 +26	+8%	+$4.37K	0.05%	238
2017 Q1	$49.5K	Hold	322	–	–	0.04%	266
2016 Q4	$45.4K	Hold	322	–	–	0.04%	282
2016 Q3	$51.2K	Buy	322 +40	+14%	+$6.16K	0.05%	254
2016 Q2	$41.7K	Hold	282	–	–	0.04%	268
2016 Q1	$39.9K	Buy	+282	New	+$37.8K	0.04%	280

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

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

Sutton Wealth Advisors increased its Thermo Fisher Scientific (TMO) stake by 0.46% in Q3 2023, buying an estimated $1.07K and bringing the position to 441 shares worth $223K. The position accounts for 0.11% of the portfolio, ranked #99.

Sutton Wealth Advisors first reported a position in TMO in Q1 2016 and has held it in 31 quarters since. The position peaked at $483K in Q3 2022. 2,365 funds tracked by Wall St. Rank hold TMO as of Q3 2023.

Sutton Wealth Advisors held 441 shares of Thermo Fisher Scientific worth $223K as of Q3 2023.
Sutton Wealth Advisors bought 2 Thermo Fisher Scientific shares in Q3 2023, an estimated $1.07K.
Thermo Fisher Scientific made up 0.11% of Sutton Wealth Advisors's portfolio in Q3 2023, its #99 holding.
Sutton Wealth Advisors first reported a position in Thermo Fisher Scientific in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Thermo Fisher Scientific position peaked at $483K in Q3 2022.
2,365 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.