WFAG
TMO icon

Wescott Financial Advisory Group’s Thermo Fisher Scientific TMO Stock Holding History

Wescott Financial Advisory Group’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
Q3 		– Sell
-380
Closed -$201K – 73
2021
Q2 		$201K Sell
380
-1,188
-76% -$561K 0.12% 60
2021
Q1 		$716K Buy
+1,568
New +$748K 0.46% 26

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wescott Financial Advisory Group's TMO Position: Q3 2021 in Review

Wescott Financial Advisory Group sold out of Thermo Fisher Scientific (TMO) in Q3 2021, closing a stake of 380 shares — an estimated $201K sold.

Wescott Financial Advisory Group first reported a position in TMO in Q1 2021 and held it in 2 quarters. The position peaked at $716K in Q1 2021. 2,129 funds tracked by Wall St. Rank hold TMO as of Q3 2021.

  • Wescott Financial Advisory Group reported no remaining Thermo Fisher Scientific position as of Q3 2021 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 380 Thermo Fisher Scientific shares in Q3 2021, an estimated $201K.
  • Wescott Financial Advisory Group first reported a position in Thermo Fisher Scientific in Q1 2021 and held it in 2 quarters.
  • Wescott Financial Advisory Group's Thermo Fisher Scientific position peaked at $716K in Q1 2021.
  • 2,129 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q3 2021.

Based on Wescott Financial Advisory Group's 13F filing for Q3 2021, filed 29 Oct 2021.