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

WCG 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
2022
Q4 		– Sell
-136
Closed -$220K – 264
2022
Q3 		$220K Sell
136
-251
-65% -$140K 0.03% 262
2022
Q2 		$210K Buy
+387
New +$213K 0.03% 258

Other funds holding TMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WCG Wealth Advisors's TMO Position: Q4 2022 in Review

WCG Wealth Advisors sold out of Thermo Fisher Scientific (TMO) in Q4 2022, closing a stake of 136 shares — an estimated $220K sold.

WCG Wealth Advisors first reported a position in TMO in Q2 2022 and held it in 2 quarters. The position peaked at $220K in Q3 2022. 2,375 funds tracked by Wall St. Rank hold TMO as of Q4 2022.

  • WCG Wealth Advisors reported no remaining Thermo Fisher Scientific position as of Q4 2022 after selling out during the quarter.
  • WCG Wealth Advisors sold 136 Thermo Fisher Scientific shares in Q4 2022, an estimated $220K.
  • WCG Wealth Advisors first reported a position in Thermo Fisher Scientific in Q2 2022 and held it in 2 quarters.
  • WCG Wealth Advisors's Thermo Fisher Scientific position peaked at $220K in Q3 2022.
  • 2,375 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.