WP
TMO icon

WealthSource Partners’s Thermo Fisher Scientific TMO Stock Holding History

WealthSource Partners’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 		$640K Sell
1,206
-27
-2% -$13.1K 0.04% 270
2023
Q3 		$624K Sell
1,233
-2
-0.2% -$1.07K 0.04% 264
2023
Q2 		$645K Hold
1,235
– – 0.04% 263
2023
Q1 		$712K Sell
1,235
-3
-0.2% -$1.69K 0.05% 239
2022
Q4 		$682K Sell
1,238
-99
-7% -$52.5K 0.05% 250
2022
Q3 		$678K Buy
1,337
+10
+0.8% +$5.6K 0.05% 244
2022
Q2 		$721K Sell
1,327
-48
-3% -$26.4K 0.05% 243
2022
Q1 		$812K Buy
1,375
+130
+10% +$74.7K 0.05% 248
2021
Q4 		$831K Sell
1,245
-3
-0.2% -$1.87K 0.07% 216
2021
Q3 		$713K Sell
1,248
-25
-2% -$13.7K 0.06% 229
2021
Q2 		$642K Sell
1,273
-8
-0.6% -$3.77K 0.06% 233
2021
Q1 		$584K Buy
1,281
+71
+6% +$33.9K 0.06% 221
2020
Q4 		$564K Buy
1,210
+9
+0.7% +$4.22K 0.07% 193
2020
Q3 		$530K Hold
1,201
– – 0.07% 184
2020
Q2 		$435K Sell
1,201
-444
-27% -$149K 0.06% 201
2020
Q1 		$467K Sell
1,645
-850
-34% -$268K 0.07% 182
2019
Q4 		$811K Sell
2,495
-240
-9% -$72.8K 0.11% 162
2019
Q3 		$797K Buy
2,735
+289
+12% +$82.8K 0.12% 174
2019
Q2 		$718K Buy
2,446
+573
+31% +$158K 0.11% 179
2019
Q1 		$513K Buy
1,873
+642
+52% +$160K 0.12% 167
2018
Q4 		$275K Sell
1,231
-256
-17% -$60.1K 0.08% 228
2018
Q3 		$363K Sell
1,487
-178
-11% -$40.9K 0.09% 193
2018
Q2 		$345K Sell
1,665
-765
-31% -$162K 0.1% 194
2018
Q1 		$502K Sell
2,430
-564
-19% -$118K 0.15% 143
2017
Q4 		$569K Sell
2,994
-175
-6% -$33.5K 0.18% 122
2017
Q3 		$600K Sell
3,169
-55
-2% -$9.96K 0.2% 116
2017
Q2 		$562K Sell
3,224
-718
-18% -$121K 0.19% 115
2017
Q1 		$605K Buy
3,942
+208
+6% +$31.8K 0.22% 105
2016
Q4 		$527K Buy
3,734
+489
+15% +$72.1K 0.22% 98
2016
Q3 		$516K Buy
+3,245
New +$500K 0.19% 115

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WealthSource Partners's TMO Position: Q4 2023 in Review

WealthSource Partners reduced its Thermo Fisher Scientific (TMO) stake by 2.2% in Q4 2023, selling an estimated $13.1K and leaving 1,206 shares worth $640K. The position accounts for 0.04% of the portfolio, ranked #270.

WealthSource Partners first reported a position in TMO in Q3 2016 and has held it in 30 quarters since. The position peaked at $831K in Q4 2021. 2,488 funds tracked by Wall St. Rank hold TMO as of Q4 2023.

  • WealthSource Partners held 1,206 shares of Thermo Fisher Scientific worth $640K as of Q4 2023.
  • WealthSource Partners sold 27 Thermo Fisher Scientific shares in Q4 2023, an estimated $13.1K.
  • Thermo Fisher Scientific made up 0.04% of WealthSource Partners's portfolio in Q4 2023, its #270 holding.
  • WealthSource Partners first reported a position in Thermo Fisher Scientific in Q3 2016 and has held it in 30 quarters since.
  • WealthSource Partners's Thermo Fisher Scientific position peaked at $831K in Q4 2021.
  • 2,488 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.