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SYSTM Wealth Solutions’s Thermo Fisher Scientific TMO Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-232
Closed -$128K – 583
2024
Q2 		$128K Sell
232
-500
-68% -$286K 0.03% 227
2024
Q1 		$426K Buy
732
+3
+0.4% +$1.68K 0.05% 300
2023
Q4 		$387K Sell
729
-507
-41% -$245K 0.05% 298
2023
Q3 		$626K Sell
1,236
-2,227
-64% -$1.19M 0.1% 253
2023
Q2 		$1.81M Buy
3,463
+339
+11% +$183K 0.24% 115
2023
Q1 		$1.8M Sell
3,124
-1,560
-33% -$879K 0.28% 91
2022
Q4 		$2.58M Buy
+4,684
New +$2.48M 0.32% 83

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SYSTM Wealth Solutions's TMO Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Thermo Fisher Scientific (TMO) in Q3 2024, closing a stake of 232 shares — an estimated $128K sold.

SYSTM Wealth Solutions first reported a position in TMO in Q4 2022 and held it in 7 quarters. The position peaked at $2.58M in Q4 2022. 2,568 funds tracked by Wall St. Rank hold TMO as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Thermo Fisher Scientific position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 232 Thermo Fisher Scientific shares in Q3 2024, an estimated $128K.
  • SYSTM Wealth Solutions first reported a position in Thermo Fisher Scientific in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Thermo Fisher Scientific position peaked at $2.58M in Q4 2022.
  • 2,568 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.