Walled Lake Planning & Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

Walled Lake Planning & Wealth Management’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 Q4	–	Sell	-45	Closed	-$26K	–	292
2021 Q3	$26K	Hold	45	–	–	0.02%	206
2021 Q2	$23K	Hold	45	–	–	0.02%	198
2021 Q1	$21K	Hold	45	–	–	0.01%	195
2020 Q4	$21K	Sell	45 -10	-18%	-$4.69K	0.02%	175
2020 Q3	$24K	Buy	55 +45	+450%	+$18.6K	0.02%	164
2020 Q2	$4K	Sell	10 -6	-38%	-$2.01K	﹤0.01%	260
2020 Q1	$5K	Buy	+16	New	+$5.04K	﹤0.01%	234

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Walled Lake Planning & Wealth Management's TMO Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Thermo Fisher Scientific (TMO) in Q4 2021, closing a stake of 45 shares — an estimated $26K sold.

Walled Lake Planning & Wealth Management first reported a position in TMO in Q1 2020 and held it in 7 quarters. The position peaked at $26K in Q3 2021. 2,342 funds tracked by Wall St. Rank hold TMO as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Thermo Fisher Scientific position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 45 Thermo Fisher Scientific shares in Q4 2021, an estimated $26K.
Walled Lake Planning & Wealth Management first reported a position in Thermo Fisher Scientific in Q1 2020 and held it in 7 quarters.
Walled Lake Planning & Wealth Management's Thermo Fisher Scientific position peaked at $26K in Q3 2021.
2,342 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.