Windsor Wealth Management’s Thermo Fisher Scientific TMO Stock Holding History

Windsor Wealth Management’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
2022 Q2	–	Sell	-598	Closed	-$364K	–	228
2022 Q1	$364K	Hold	598	–	–	0.07%	174
2021 Q4	$370K	Sell	598 -8	-1%	-$5K	0.07%	174
2021 Q3	$347K	Sell	606 -2	-0.3%	-$1.1K	0.07%	172
2021 Q2	$307K	Buy	+608	New	+$287K	0.07%	171
2021 Q1	–	Sell	-434	Closed	-$202K	–	205
2020 Q4	$202K	Buy	434 +3	+0.7%	+$1.41K	0.05%	189
2020 Q3	$208K	Buy	+431	New	+$178K	0.06%	183
2020 Q2	–	Sell	-896	Closed	-$254K	–	195
2020 Q1	$254K	Sell	896 -50	-5%	-$15.8K	0.1%	156
2019 Q4	$307K	Sell	946 -19	-2%	-$5.76K	0.11%	156
2019 Q3	$270K	Sell	965 -311	-24%	-$89.1K	0.12%	154
2019 Q2	$382K	Buy	1,276 +8	+0.6%	+$2.2K	0.17%	131
2019 Q1	$347K	Buy	1,268 +2	+0.2%	+$498	0.19%	115
2018 Q4	$283K	Hold	1,266	–	–	0.19%	112
2018 Q3	$309K	Buy	1,266 +200	+19%	+$46K	0.2%	105
2018 Q2	$221K	Buy	+1,066	New	+$226K	0.17%	116

Other funds holding TMO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Windsor Wealth Management's TMO Position: Q2 2022 in Review

Windsor Wealth Management sold out of Thermo Fisher Scientific (TMO) in Q2 2022, closing a stake of 598 shares — an estimated $364K sold.

Windsor Wealth Management first reported a position in TMO in Q2 2018 and held it in 14 quarters. The position peaked at $382K in Q2 2019. 2,281 funds tracked by Wall St. Rank hold TMO as of Q2 2022.

Windsor Wealth Management reported no remaining Thermo Fisher Scientific position as of Q2 2022 after selling out during the quarter.
Windsor Wealth Management sold 598 Thermo Fisher Scientific shares in Q2 2022, an estimated $364K.
Windsor Wealth Management first reported a position in Thermo Fisher Scientific in Q2 2018 and held it in 14 quarters.
Windsor Wealth Management's Thermo Fisher Scientific position peaked at $382K in Q2 2019.
2,281 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2022.

Based on Windsor Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.