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Atria Wealth Solutions’s Teradyne TER Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-1,770
Closed -$223K – 2071
2024
Q4 		$223K Sell
1,770
-2,183
-55% -$258K ﹤0.01% 1757
2024
Q3 		$529K Buy
3,953
+278
+8% +$37.5K 0.01% 1220
2024
Q2 		$545K Sell
3,675
-894
-20% -$114K 0.01% 1204
2024
Q1 		$515K Sell
4,569
-502
-10% -$52.3K 0.01% 1244
2023
Q4 		$550K Buy
5,071
+2,361
+87% +$224K 0.01% 1160
2023
Q3 		$272K Buy
2,710
+8
+0.3% +$844 ﹤0.01% 1476
2023
Q2 		$301K Sell
2,702
-185
-6% -$18.5K ﹤0.01% 1437
2023
Q1 		$310K Buy
+2,887
New +$295K ﹤0.01% 1392
2022
Q2 		– Sell
-2,882
Closed -$341K – 1883
2022
Q1 		$341K Buy
+2,882
New +$365K 0.01% 1256

Other funds holding TER

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atria Wealth Solutions's TER Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Teradyne (TER) in Q1 2025, closing a stake of 1,770 shares — an estimated $223K sold.

Atria Wealth Solutions first reported a position in TER in Q1 2022 and held it in 9 quarters. The position peaked at $550K in Q4 2023. 748 funds tracked by Wall St. Rank hold TER as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Teradyne position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 1,770 Teradyne shares in Q1 2025, an estimated $223K.
  • Atria Wealth Solutions first reported a position in Teradyne in Q1 2022 and held it in 9 quarters.
  • Atria Wealth Solutions's Teradyne position peaked at $550K in Q4 2023.
  • 748 funds tracked by Wall St. Rank held Teradyne as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.