WE
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Wealth Effects’s Thermo Fisher Scientific TMO Stock Holding History

Wealth Effects’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
2023
Q1 		– Sell
-600
Closed -$331K – 206
2022
Q4 		$331K Buy
600
+10
+2% +$5.3K 0.19% 124
2022
Q3 		$299K Buy
590
+100
+20% +$56K 0.18% 115
2022
Q2 		$266K Buy
+490
New +$270K 0.16% 134

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 $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wealth Effects's TMO Position: Q1 2023 in Review

Wealth Effects sold out of Thermo Fisher Scientific (TMO) in Q1 2023, closing a stake of 600 shares — an estimated $331K sold.

Wealth Effects first reported a position in TMO in Q2 2022 and held it in 3 quarters. The position peaked at $331K in Q4 2022. 2,387 funds tracked by Wall St. Rank hold TMO as of Q1 2023.

  • Wealth Effects reported no remaining Thermo Fisher Scientific position as of Q1 2023 after selling out during the quarter.
  • Wealth Effects sold 600 Thermo Fisher Scientific shares in Q1 2023, an estimated $331K.
  • Wealth Effects first reported a position in Thermo Fisher Scientific in Q2 2022 and held it in 3 quarters.
  • Wealth Effects's Thermo Fisher Scientific position peaked at $331K in Q4 2022.
  • 2,387 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q1 2023.

Based on Wealth Effects's 13F filing for Q1 2023, filed 4 May 2023.