Archford Capital Strategies’s Teradyne TER Stock Holding History

Archford Capital Strategies’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
2023 Q4	–	Sell	-9,384	Closed	-$943K	–	283
2023 Q3	$943K	Sell	9,384 -398	-4%	-$42K	0.19%	123
2023 Q2	$1.13M	Buy	9,782 +126	+1%	+$12.6K	0.21%	115
2023 Q1	$977K	Buy	9,656 +1,600	+20%	+$164K	0.2%	116
2022 Q4	$704K	Sell	8,056 -407	-5%	-$34.9K	0.16%	151
2022 Q3	$636K	Buy	8,463 +571	+7%	+$52.1K	0.16%	151
2022 Q2	$707K	Buy	7,892 +2,501	+46%	+$260K	0.18%	141
2022 Q1	$603K	Buy	+5,391	New	+$683K	0.13%	164
2018 Q3	–	Sell	-26	Closed	-$1K	–	670
2018 Q2	$1K	Hold	26	–	–	﹤0.01%	646
2018 Q1	$1K	Buy	+26	New	+$1.19K	﹤0.01%	606
2017 Q2	–	Sell	-26	Closed	-$1K	–	575
2017 Q1	$1K	Hold	26	–	–	﹤0.01%	670
2016 Q4	$0	Hold	26	–	–	﹤0.01%	740
2016 Q3	$0	Hold	26	–	–	﹤0.01%	714
2016 Q2	$1K	Buy	+26	New	+$513	﹤0.01%	667
2016 Q1	–	Sell	-26	Closed	-$1K	–	550
2015 Q4	$1K	Hold	26	–	–	﹤0.01%	791
2015 Q3	$0	Hold	26	–	–	﹤0.01%	730
2015 Q2	$1K	Hold	26	–	–	﹤0.01%	618
2015 Q1	$490	Hold	26	–	–	﹤0.01%	704
2014 Q4	$1K	Hold	26	–	–	﹤0.01%	646
2014 Q3	$1K	Sell	26 -301	-92%	-$5.91K	﹤0.01%	644
2014 Q2	$6.41K	Hold	327	–	–	0.01%	480
2014 Q1	$6.5K	Buy	+327	New	+$6.32K	0.01%	499

Other funds holding TER

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Archford Capital Strategies's TER Position: Q4 2023 in Review

Archford Capital Strategies sold out of Teradyne (TER) in Q4 2023, closing a stake of 9,384 shares — an estimated $943K sold.

Archford Capital Strategies first reported a position in TER in Q1 2014 and held it in 21 quarters. The position peaked at $1.13M in Q2 2023. 710 funds tracked by Wall St. Rank hold TER as of Q4 2023.

Archford Capital Strategies reported no remaining Teradyne position as of Q4 2023 after selling out during the quarter.
Archford Capital Strategies sold 9,384 Teradyne shares in Q4 2023, an estimated $943K.
Archford Capital Strategies first reported a position in Teradyne in Q1 2014 and held it in 21 quarters.
Archford Capital Strategies's Teradyne position peaked at $1.13M in Q2 2023.
710 funds tracked by Wall St. Rank held Teradyne as of Q4 2023.

Based on Archford Capital Strategies's 13F filing for Q4 2023, filed 12 Jan 2024.