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Wealth Advisors’s Thermo Fisher Scientific TMO Stock Holding History

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
2020
Q3 		– Sell
-5,000
Closed -$430K – 90
2020
Q2 		$430K Buy
+5,000
New +$1.68M 0.23% 45

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wealth Advisors's TMO Position: Q3 2023 in Review

Wealth Advisors held its Thermo Fisher Scientific (TMO) position steady in Q3 2023 at 5,000 shares worth $2.53M. The position accounts for 1.13% of the portfolio, ranked #17.

Wealth Advisors first reported a position in TMO in Q3 2020 and has held it in 13 quarters since. The position peaked at $3.34M in Q4 2021. 2,364 funds tracked by Wall St. Rank hold TMO as of Q3 2023.

  • Wealth Advisors held 5,000 shares of Thermo Fisher Scientific worth $2.53M as of Q3 2023.
  • Wealth Advisors left its Thermo Fisher Scientific share count unchanged in Q3 2023.
  • Thermo Fisher Scientific made up 1.13% of Wealth Advisors's portfolio in Q3 2023, its #17 holding.
  • Wealth Advisors first reported a position in Thermo Fisher Scientific in Q3 2020 and has held it in 13 quarters since.
  • Wealth Advisors's Thermo Fisher Scientific position peaked at $3.34M in Q4 2021.
  • 2,364 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.