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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 – 2073
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

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State Street
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VanEck Associates
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JP Morgan Chase
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return