Baystate Wealth Management’s Teradyne TER Stock Holding History

Baystate 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
2022 Q4	–	Sell	-142	Closed	-$11K	–	984
2022 Q3	$11K	Hold	142	–	–	﹤0.01%	530
2022 Q2	$13K	Hold	142	–	–	﹤0.01%	522
2022 Q1	$17K	Sell	142 -24	-14%	-$3.04K	﹤0.01%	496
2021 Q4	$27K	Hold	166	–	–	﹤0.01%	419
2021 Q3	$18K	Hold	166	–	–	﹤0.01%	449
2021 Q2	$22K	Hold	166	–	–	﹤0.01%	384
2021 Q1	$20K	Buy	166 +142	+592%	+$17.8K	﹤0.01%	368
2020 Q4	$3K	Buy	+24	New	+$2.45K	﹤0.01%	546

Other funds holding TER

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Baystate Wealth Management's TER Position: Q4 2022 in Review

Baystate Wealth Management sold out of Teradyne (TER) in Q4 2022, closing a stake of 142 shares — an estimated $11K sold.

Baystate Wealth Management first reported a position in TER in Q4 2020 and held it in 8 quarters. The position peaked at $27K in Q4 2021. 642 funds tracked by Wall St. Rank hold TER as of Q4 2022.

Baystate Wealth Management reported no remaining Teradyne position as of Q4 2022 after selling out during the quarter.
Baystate Wealth Management sold 142 Teradyne shares in Q4 2022, an estimated $11K.
Baystate Wealth Management first reported a position in Teradyne in Q4 2020 and held it in 8 quarters.
Baystate Wealth Management's Teradyne position peaked at $27K in Q4 2021.
642 funds tracked by Wall St. Rank held Teradyne as of Q4 2022.

Based on Baystate Wealth Management's 13F filing for Q4 2022, filed 13 Jan 2023.