AWE
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Avidian Wealth Enterprises’s Teradyne TER Stock Holding History

Avidian Wealth Enterprises’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
2021
Q3 		– Sell
-17,000
Closed -$223K – 421
2021
Q2 		$223K Buy
17,000
+1,000
+6% +$128K 0.02% 351
2021
Q1 		$206K Buy
+16,000
New +$2.01M 0.02% 340
2020
Q4 		– Sell
-10,000
Closed -$39K – 343
2020
Q3 		$39K Buy
+10,000
New +$848K ﹤0.01% 276

Other funds holding TER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avidian Wealth Enterprises's TER Position: Q4 2020 in Review

Avidian Wealth Enterprises sold out of Teradyne (TER) in Q4 2020, closing a stake of 370 shares — an estimated $29K sold.

Avidian Wealth Enterprises first reported a position in TER in Q3 2020 and held it in 1 quarter. The position peaked at $29K in Q3 2020. 664 funds tracked by Wall St. Rank hold TER as of Q4 2020.

  • Avidian Wealth Enterprises reported no remaining Teradyne position as of Q4 2020 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 370 Teradyne shares in Q4 2020, an estimated $29K.
  • Avidian Wealth Enterprises first reported a position in Teradyne in Q3 2020 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Teradyne position peaked at $29K in Q3 2020.
  • 664 funds tracked by Wall St. Rank held Teradyne as of Q4 2020.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2020, filed 9 Feb 2021.