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Avior Wealth Management’s Teradyne TER Stock Holding History

Avior Wealth Management’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
-30
Closed -$3.78K – 2172
2024
Q4 		$3.78K Buy
30
+24
+400% +$2.84K ﹤0.01% 1963
2024
Q3 		$803 Buy
6
+4
+200% +$539 ﹤0.01% 2100
2024
Q2 		$296 Sell
2
-615
-100% -$78.1K ﹤0.01% 2164
2024
Q1 		$69.6K Buy
+617
New +$64.3K ﹤0.01% 1102
2023
Q3 		– Sell
-3,324
Closed -$370K – 1670
2023
Q2 		$370K Buy
+3,324
New +$333K 0.02% 414

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

Avior Wealth Management's TER Position: Q1 2025 in Review

Avior Wealth Management sold out of Teradyne (TER) in Q1 2025, closing a stake of 30 shares — an estimated $3.78K sold.

Avior Wealth Management first reported a position in TER in Q2 2023 and held it in 5 quarters. The position peaked at $370K in Q2 2023. 748 funds tracked by Wall St. Rank hold TER as of Q1 2025.

  • Avior Wealth Management reported no remaining Teradyne position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 30 Teradyne shares in Q1 2025, an estimated $3.78K.
  • Avior Wealth Management first reported a position in Teradyne in Q2 2023 and held it in 5 quarters.
  • Avior Wealth Management's Teradyne position peaked at $370K in Q2 2023.
  • 748 funds tracked by Wall St. Rank held Teradyne as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.