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WBI Investments’s Thermo Fisher Scientific TMO Stock Holding History

WBI Investments’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
Q3 		– Sell
-1,241
Closed -$626K – 232
2021
Q2 		$626K Buy
+1,241
New +$586K 0.1% 118
2015
Q1 		– Sell
-71,845
Closed -$9M – 269
2014
Q4 		$9M Buy
+71,845
New +$8.74M 0.25% 74

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WBI Investments's TMO Position: Q3 2021 in Review

WBI Investments sold out of Thermo Fisher Scientific (TMO) in Q3 2021, closing a stake of 1,241 shares — an estimated $626K sold.

WBI Investments first reported a position in TMO in Q4 2014 and held it in 2 quarters. The position peaked at $9M in Q4 2014. 2,128 funds tracked by Wall St. Rank hold TMO as of Q3 2021.

  • WBI Investments reported no remaining Thermo Fisher Scientific position as of Q3 2021 after selling out during the quarter.
  • WBI Investments sold 1,241 Thermo Fisher Scientific shares in Q3 2021, an estimated $626K.
  • WBI Investments first reported a position in Thermo Fisher Scientific in Q4 2014 and held it in 2 quarters.
  • WBI Investments's Thermo Fisher Scientific position peaked at $9M in Q4 2014.
  • 2,128 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2021.

Based on WBI Investments's 13F filing for Q3 2021, filed 9 Nov 2021.