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Wealthspire Advisors (Maryland)’s Thermo Fisher Scientific TMO Stock Holding History

Wealthspire Advisors (Maryland)’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 		$1.42M Buy
3,209
+32
+1% +$13.2K 0.05% 158
2020
Q2 		$1.15M Sell
3,177
-12
-0.4% -$4.02K 0.08% 146
2020
Q1 		$904K Buy
3,189
+121
+4% +$38.2K 0.08% 147
2019
Q4 		$997K Buy
3,068
+193
+7% +$58.5K 0.07% 172
2019
Q3 		$837K Buy
2,875
+145
+5% +$41.5K 0.06% 169
2019
Q2 		$802K Buy
2,730
+198
+8% +$54.5K 0.06% 169
2019
Q1 		$693K Sell
2,532
-414
-14% -$103K 0.05% 198
2018
Q4 		$659K Buy
2,946
+20
+0.7% +$4.69K 0.06% 175
2018
Q3 		$714K Buy
2,926
+319
+12% +$73.4K 0.06% 183
2018
Q2 		$540K Buy
2,607
+45
+2% +$9.55K 0.05% 221
2018
Q1 		$529K Sell
2,562
-178
-6% -$37.4K 0.05% 235
2017
Q4 		$520K Sell
2,740
-247
-8% -$47.3K 0.05% 247
2017
Q3 		$565K Buy
2,987
+268
+10% +$48.5K 0.06% 219
2017
Q2 		$474K Buy
2,719
+164
+6% +$27.5K 0.06% 238
2017
Q1 		$392K Sell
2,555
-313
-11% -$47.8K 0.06% 233
2016
Q4 		$405K Buy
2,868
+463
+19% +$68.3K 0.06% 210
2016
Q3 		$383K Sell
2,405
-41
-2% -$6.32K 0.06% 220
2016
Q2 		$361K Buy
2,446
+313
+15% +$46.2K 0.06% 217
2016
Q1 		$302K Sell
2,133
-176
-8% -$23.6K 0.05% 252
2015
Q4 		$328K Buy
+2,309
New +$308K 0.06% 235

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TMO Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Thermo Fisher Scientific (TMO) stake by 1% in Q3 2020, buying an estimated $13.2K and bringing the position to 3,209 shares worth $1.42M. The position accounts for 0.05% of the portfolio, ranked #158.

Wealthspire Advisors (Maryland) first reported a position in TMO in Q4 2015 and has held it in 20 quarters since. 1,847 funds tracked by Wall St. Rank hold TMO as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 3,209 shares of Thermo Fisher Scientific worth $1.42M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 32 Thermo Fisher Scientific shares in Q3 2020, an estimated $13.2K.
  • Thermo Fisher Scientific made up 0.05% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #158 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Thermo Fisher Scientific in Q4 2015 and has held it in 20 quarters since.
  • 1,847 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.