BWM
TER icon

BerganKDV Wealth Management’s Teradyne TER Stock Holding History

BerganKDV 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
2023
Q2 		– Sell
-50
Closed -$5.41K – 1068
2023
Q1 		$5.41K Sell
50
-4
-7% -$409 ﹤0.01% 686
2022
Q4 		$4.74K Sell
54
-4
-7% -$343 ﹤0.01% 677
2022
Q3 		$4K Sell
58
-89
-61% -$8.11K ﹤0.01% 728
2022
Q2 		$13K Hold
147
– – ﹤0.01% 552
2022
Q1 		$17K Hold
147
– – ﹤0.01% 534
2021
Q4 		$24K Hold
147
– – ﹤0.01% 526
2021
Q3 		$16K Hold
147
– – ﹤0.01% 566
2021
Q2 		$20K Hold
147
– – ﹤0.01% 522
2021
Q1 		$18K Hold
147
– – ﹤0.01% 501
2020
Q4 		$18K Buy
147
+89
+153% +$9.09K ﹤0.01% 496
2020
Q3 		$5K Hold
58
– – ﹤0.01% 589
2020
Q2 		$5K Sell
58
-55
-49% -$3.69K ﹤0.01% 637
2020
Q1 		$6K Hold
113
– – ﹤0.01% 565
2019
Q4 		$8K Buy
+113
New +$7.17K ﹤0.01% 551

Other funds holding TER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return