WESPAC Advisors SoCal’s Thermo Fisher Scientific TMO Stock Holding History

WESPAC Advisors SoCal’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	-8,942	Closed	-$4.53M	–	104
2023 Q3	$4.53M	Sell	8,942 -40	-0.4%	-$21.3K	1.53%	26
2023 Q2	$4.69M	Sell	8,982 -7,189	-44%	-$3.88M	1.6%	24
2023 Q1	$9.32M	Buy	16,171 +33	+0.2%	+$18.6K	3.22%	8
2022 Q4	$8.89M	Buy	16,138 +59	+0.4%	+$31.3K	3.3%	8
2022 Q3	$8.26M	Sell	16,079 -68	-0.4%	-$38.1K	3.45%	9
2022 Q2	$8.77M	Sell	16,147 -343	-2%	-$189K	3.35%	9
2022 Q1	$9.74M	Hold	16,490	–	–	3%	10
2021 Q4	$9.8M	Sell	16,490 -597	-3%	-$373K	2.99%	10
2021 Q3	$9.77M	Buy	17,087 +49	+0.3%	+$26.9K	3.19%	8
2021 Q2	$8.6M	Buy	17,038 +7,496	+79%	+$3.54M	2.85%	13
2021 Q1	$4.36M	Buy	+9,542	New	+$4.55M	1.71%	25
2019 Q2	–	Sell	-170	Closed	-$46K	–	279
2019 Q1	$46K	Hold	170	–	–	0.03%	121
2018 Q4	$38K	Buy	170 +70	+70%	+$16.4K	0.02%	134
2018 Q3	$24K	Buy	+100	New	+$23K	0.01%	170
2016 Q4	–	Sell	-22	Closed	-$3.5K	–	287
2016 Q3	$3.5K	Buy	+22	New	+$3.39K	﹤0.01%	232

Other funds holding TMO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

WESPAC Advisors SoCal's TMO Position: Q4 2023 in Review

WESPAC Advisors SoCal sold out of Thermo Fisher Scientific (TMO) in Q4 2023, closing a stake of 8,942 shares — an estimated $4.53M sold.

WESPAC Advisors SoCal first reported a position in TMO in Q3 2016 and held it in 15 quarters. The position peaked at $9.8M in Q4 2021. 2,491 funds tracked by Wall St. Rank hold TMO as of Q4 2023.

WESPAC Advisors SoCal reported no remaining Thermo Fisher Scientific position as of Q4 2023 after selling out during the quarter.
WESPAC Advisors SoCal sold 8,942 Thermo Fisher Scientific shares in Q4 2023, an estimated $4.53M.
WESPAC Advisors SoCal first reported a position in Thermo Fisher Scientific in Q3 2016 and held it in 15 quarters.
WESPAC Advisors SoCal's Thermo Fisher Scientific position peaked at $9.8M in Q4 2021.
2,491 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2023.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2023, filed 25 Jan 2024.