BKM Wealth Management’s Teradyne TER Stock Holding History

BKM 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
2024 Q1	–	Sell	-225	Closed	-$24.4K	–	513
2023 Q4	$24.4K	Buy	+225	New	+$21.3K	0.01%	349

Other funds holding TER

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

BKM Wealth Management's TER Position: Q1 2024 in Review

BKM Wealth Management sold out of Teradyne (TER) in Q1 2024, closing a stake of 225 shares — an estimated $24.4K sold.

BKM Wealth Management first reported a position in TER in Q4 2023 and held it in 1 quarter. The position peaked at $24.4K in Q4 2023. 681 funds tracked by Wall St. Rank hold TER as of Q1 2024.

BKM Wealth Management reported no remaining Teradyne position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 225 Teradyne shares in Q1 2024, an estimated $24.4K.
BKM Wealth Management first reported a position in Teradyne in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Teradyne position peaked at $24.4K in Q4 2023.
681 funds tracked by Wall St. Rank held Teradyne as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.