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	–	1062
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

BerganKDV Wealth Management's TER Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Teradyne (TER) in Q2 2023, closing a stake of 50 shares — an estimated $5.41K sold.

BerganKDV Wealth Management first reported a position in TER in Q4 2019 and held it in 14 quarters. The position peaked at $24K in Q4 2021. 690 funds tracked by Wall St. Rank hold TER as of Q2 2023.

BerganKDV Wealth Management reported no remaining Teradyne position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 50 Teradyne shares in Q2 2023, an estimated $5.41K.
BerganKDV Wealth Management first reported a position in Teradyne in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's Teradyne position peaked at $24K in Q4 2021.
690 funds tracked by Wall St. Rank held Teradyne as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.