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Avion Wealth’s Teradyne TER Stock Holding History

Avion Wealth’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
2026
Q1 		$9K Buy
31
+8
+35% +$2.23K ﹤0.01% 532
2025
Q4 		$4K Buy
23
+3
+15% +$515 ﹤0.01% 740
2025
Q3 		$2K Buy
20
+4
+25% +$437 ﹤0.01% 916
2025
Q2 		$1K Sell
16
-4
-20% -$320 ﹤0.01% 1077
2025
Q1 		$2K Hold
20
– – ﹤0.01% 775
2024
Q4 		$2K Hold
20
– – ﹤0.01% 772
2024
Q3 		$2K Buy
20
+4
+25% +$539 ﹤0.01% 718
2024
Q2 		$2K Buy
16
+5
+45% +$635 ﹤0.01% 654
2024
Q1 		$2K Hold
11
– – ﹤0.01% 778
2023
Q4 		$1K Hold
11
– – ﹤0.01% 978
2023
Q3 		$1K Buy
11
+6
+120% +$633 ﹤0.01% 736
2023
Q2 		$0 Buy
+5
New +$501 ﹤0.01% 1022

Other funds holding TER

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return