Wealth Management Associates’s Thermo Fisher Scientific TMO Stock Holding History

Wealth Management Associates’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 Q4	–	Sell	-607	Closed	-$307K	–	209
2023 Q3	$307K	Hold	607	–	–	0.18%	121
2023 Q2	$317K	Hold	607	–	–	0.18%	125
2023 Q1	$350K	Hold	607	–	–	0.22%	104
2022 Q4	$334K	Buy	+607	New	+$322K	0.22%	105

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Wealth Management Associates's TMO Position: Q4 2023 in Review

Wealth Management Associates sold out of Thermo Fisher Scientific (TMO) in Q4 2023, closing a stake of 607 shares — an estimated $307K sold.

Wealth Management Associates first reported a position in TMO in Q4 2022 and held it in 4 quarters. The position peaked at $350K in Q1 2023. 2,487 funds tracked by Wall St. Rank hold TMO as of Q4 2023.

Wealth Management Associates reported no remaining Thermo Fisher Scientific position as of Q4 2023 after selling out during the quarter.
Wealth Management Associates sold 607 Thermo Fisher Scientific shares in Q4 2023, an estimated $307K.
Wealth Management Associates first reported a position in Thermo Fisher Scientific in Q4 2022 and held it in 4 quarters.
Wealth Management Associates's Thermo Fisher Scientific position peaked at $350K in Q1 2023.
2,487 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2023.

Based on Wealth Management Associates's 13F filing for Q4 2023, filed 28 May 2025.