Altium Wealth Management’s Teradyne TER Stock Holding History

Altium Wealth Management’s Portfolio TER Stock Details TER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,713	Closed	-$203K	–	391
2022 Q1	$203K	Hold	1,713	–	–	0.01%	355
2021 Q4	$280K	Buy	+1,713	New	+$241K	0.02%	329
2021 Q3	–	Sell	-1,713	Closed	-$229K	–	390
2021 Q2	$229K	Sell	1,713 -55	-3%	-$7.04K	0.02%	346
2021 Q1	$215K	Sell	1,768 -427	-19%	-$53.6K	0.02%	348
2020 Q4	$263K	Buy	+2,195	New	+$224K	0.02%	304
2020 Q3	–	Sell	-2,362	Closed	-$200K	–	347
2020 Q2	$200K	Buy	+2,362	New	+$158K	0.02%	306

Other funds holding TER

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Altium Wealth Management's TER Position: Q2 2022 in Review

Altium Wealth Management sold out of Teradyne (TER) in Q2 2022, closing a stake of 1,713 shares — an estimated $203K sold.

Altium Wealth Management first reported a position in TER in Q2 2020 and held it in 6 quarters. The position peaked at $280K in Q4 2021. 653 funds tracked by Wall St. Rank hold TER as of Q2 2022.

Altium Wealth Management reported no remaining Teradyne position as of Q2 2022 after selling out during the quarter.
Altium Wealth Management sold 1,713 Teradyne shares in Q2 2022, an estimated $203K.
Altium Wealth Management first reported a position in Teradyne in Q2 2020 and held it in 6 quarters.
Altium Wealth Management's Teradyne position peaked at $280K in Q4 2021.
653 funds tracked by Wall St. Rank held Teradyne as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.