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Beacon Harbor Wealth Advisors’s Teradyne TER Stock Holding History

Beacon Harbor Wealth Advisors’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
-33,147
Closed -$4.44M – 77
2021
Q2 		$4.44M Buy
+33,147
New +$4.24M 1.59% 24
2020
Q3 		– Sell
-47,148
Closed -$3.98M – 56
2020
Q2 		$3.98M Sell
47,148
-1,880
-4% -$126K 2.29% 10
2020
Q1 		$2.66M Buy
+49,028
New +$3.11M 2.01% 27

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $74.1B AUM 71.18% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beacon Harbor Wealth Advisors's TER Position: Q3 2021 in Review

Beacon Harbor Wealth Advisors sold out of Teradyne (TER) in Q3 2021, closing a stake of 33,147 shares — an estimated $4.44M sold.

Beacon Harbor Wealth Advisors first reported a position in TER in Q1 2020 and held it in 3 quarters. The position peaked at $4.44M in Q2 2021. 678 funds tracked by Wall St. Rank hold TER as of Q3 2021.

  • Beacon Harbor Wealth Advisors reported no remaining Teradyne position as of Q3 2021 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 33,147 Teradyne shares in Q3 2021, an estimated $4.44M.
  • Beacon Harbor Wealth Advisors first reported a position in Teradyne in Q1 2020 and held it in 3 quarters.
  • Beacon Harbor Wealth Advisors's Teradyne position peaked at $4.44M in Q2 2021.
  • 678 funds tracked by Wall St. Rank held Teradyne as of Q3 2021.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.