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Wealthstreet Investment Advisors’s Thermo Fisher Scientific TMO Stock Holding History

Wealthstreet Investment 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
2021
Q2 		– Sell
-23,772
Closed -$10.8M – 302
2021
Q1 		$10.8M Sell
23,772
-645
-3% -$308K 1.06% 23
2020
Q4 		$11.4M Sell
24,417
-2,125
-8% -$996K 1.15% 22
2020
Q3 		$11.7M Sell
26,542
-1,572
-6% -$649K 1.31% 21
2020
Q2 		$10.2M Sell
28,114
-269
-0.9% -$90.2K 1.25% 21
2020
Q1 		$8.05M Sell
28,383
-100
-0.4% -$31.5K 1.19% 22
2019
Q4 		$9.25M Sell
28,483
-408
-1% -$124K 1.08% 23
2019
Q3 		$8.61M Sell
28,891
-265
-0.9% -$75.9K 1.1% 24
2019
Q2 		$8.56M Sell
29,156
-565
-2% -$156K 1.11% 21
2019
Q1 		$8.13M Sell
29,721
-305
-1% -$75.9K 1.07% 21
2018
Q4 		$7.14M Sell
30,026
-1,373
-4% -$322K 1% 25
2018
Q3 		$7.66M Sell
31,399
-623
-2% -$143K 0.95% 25
2018
Q2 		$6.63M Hold
32,022
– – 0.88% 27
2018
Q1 		$6.61M Buy
32,022
+869
+3% +$182K 0.83% 28
2017
Q4 		$5.92M Buy
+31,153
New +$5.97M 0.72% 32

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthstreet Investment Advisors's TMO Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Thermo Fisher Scientific (TMO) in Q2 2021, closing a stake of 23,772 shares — an estimated $10.8M sold.

Wealthstreet Investment Advisors first reported a position in TMO in Q4 2017 and held it in 14 quarters. The position peaked at $11.7M in Q3 2020. 2,076 funds tracked by Wall St. Rank hold TMO as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Thermo Fisher Scientific position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 23,772 Thermo Fisher Scientific shares in Q2 2021, an estimated $10.8M.
  • Wealthstreet Investment Advisors first reported a position in Thermo Fisher Scientific in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Thermo Fisher Scientific position peaked at $11.7M in Q3 2020.
  • 2,076 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.