WR Wealth Planners’s Thermo Fisher Scientific TMO Stock Holding History

WR Wealth Planners’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
2024 Q4	$36K	Sell	69 -2	-3%	-$1.1K	0.01%	360
2024 Q3	$44K	Buy	71 +3	+4%	+$1.78K	0.01%	350
2024 Q2	$37.7K	Buy	68 +5	+8%	+$2.86K	0.01%	361
2024 Q1	$36.7K	Buy	+63	New	+$35.4K	0.01%	375
2023 Q4	–	Sell	-92	Closed	-$46.6K	–	796
2023 Q3	$46.6K	Sell	92 -37	-29%	-$19.7K	0.02%	324
2023 Q2	$67.4K	Buy	129 +61	+90%	+$32.9K	0.03%	282
2023 Q1	$39.2K	Buy	68 +37	+119%	+$20.9K	0.02%	348
2022 Q4	$17.1K	Sell	31 -9	-23%	-$4.77K	0.01%	224
2022 Q3	$20.3K	Buy	40 +9	+29%	+$5.04K	0.01%	205
2022 Q2	$16.9K	Hold	31	–	–	0.01%	241
2022 Q1	$18.3K	Buy	+31	New	+$17.8K	0.01%	239

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

WR Wealth Planners's TMO Position: Q4 2024 in Review

WR Wealth Planners reduced its Thermo Fisher Scientific (TMO) stake by 2.8% in Q4 2024, selling an estimated $1.1K and leaving 69 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #360.

WR Wealth Planners first reported a position in TMO in Q1 2022 and has held it in 11 quarters since. The position peaked at $67.4K in Q2 2023. 2,617 funds tracked by Wall St. Rank hold TMO as of Q4 2024.

WR Wealth Planners held 69 shares of Thermo Fisher Scientific worth $36K as of Q4 2024.
WR Wealth Planners sold 2 Thermo Fisher Scientific shares in Q4 2024, an estimated $1.1K.
Thermo Fisher Scientific made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #360 holding.
WR Wealth Planners first reported a position in Thermo Fisher Scientific in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Thermo Fisher Scientific position peaked at $67.4K in Q2 2023.
2,617 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.