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YorkBridge Wealth Partners’s Thermo Fisher Scientific TMO Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$2.8M Buy
5,084
+4,260
+517% +$2.26M 0.71% 39
2022
Q3 		$418K Buy
824
+19
+2% +$10.6K 0.11% 133
2022
Q2 		$437K Buy
805
+5
+0.6% +$2.75K 0.11% 136
2022
Q1 		$473K Sell
800
-34
-4% -$19.5K 0.1% 146
2021
Q4 		$556K Hold
834
– – 0.12% 129
2021
Q3 		$476K Sell
834
-11
-1% -$6.04K 0.12% 137
2021
Q2 		$426K Hold
845
– – 0.11% 144
2021
Q1 		$386K Sell
845
-22
-3% -$10.5K 0.11% 146
2020
Q4 		$404K Sell
867
-13
-1% -$6.09K 0.14% 122
2020
Q3 		$389K Buy
880
+3
+0.3% +$1.24K 0.16% 109
2020
Q2 		$318K Hold
877
– – 0.15% 126
2020
Q1 		$249K Sell
877
-78
-8% -$24.6K 0.15% 131
2019
Q4 		$310K Sell
955
-17
-2% -$5.16K 0.14% 142
2019
Q3 		$283K Buy
972
+17
+2% +$4.87K 0.14% 140
2019
Q2 		$280K Sell
955
-23
-2% -$6.33K 0.12% 148
2019
Q1 		$268K Sell
978
-170
-15% -$42.3K 0.12% 144
2018
Q4 		$257K Sell
1,148
-31
-3% -$7.27K 0.14% 135
2018
Q3 		$293K Sell
1,179
-30
-2% -$6.9K 0.13% 139
2018
Q2 		$250K Hold
1,209
– – 0.11% 154
2018
Q1 		$258K Hold
1,209
– – 0.12% 159
2017
Q4 		$252K Sell
1,209
-420
-26% -$80.5K 0.12% 158
2017
Q3 		$308K Sell
1,629
-8
-0.5% -$1.45K 0.16% 128
2017
Q2 		$286K Sell
1,637
-230
-12% -$38.6K 0.15% 131
2017
Q1 		$312K Buy
1,867
+595
+47% +$90.9K 0.16% 124
2016
Q4 		$183K Buy
+1,272
New +$188K 0.11% 161

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

YorkBridge Wealth Partners's TMO Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its Thermo Fisher Scientific (TMO) stake by 517% in Q4 2022, buying an estimated $2.26M and bringing the position to 5,084 shares worth $2.8M. The position accounts for 0.71% of the portfolio, ranked #39.

YorkBridge Wealth Partners first reported a position in TMO in Q4 2016 and has held it in 25 quarters since. 2,376 funds tracked by Wall St. Rank hold TMO as of Q4 2022.

  • YorkBridge Wealth Partners held 5,084 shares of Thermo Fisher Scientific worth $2.8M as of Q4 2022.
  • YorkBridge Wealth Partners bought 4,260 Thermo Fisher Scientific shares in Q4 2022, an estimated $2.26M.
  • Thermo Fisher Scientific made up 0.71% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #39 holding.
  • YorkBridge Wealth Partners first reported a position in Thermo Fisher Scientific in Q4 2016 and has held it in 25 quarters since.
  • 2,376 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.