Blue Bell Private Wealth Management’s Teradyne TER Stock Holding History

Blue Bell Private 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 Q2	–	Sell	-194	Closed	-$21.9K	–	735
2024 Q1	$21.9K	Sell	194 -80	-29%	-$8.34K	﹤0.01%	454
2023 Q4	$29.7K	Buy	274 +69	+34%	+$6.54K	0.01%	384
2023 Q3	$20.6K	Hold	205	–	–	0.01%	357
2023 Q2	$22.8K	Buy	205 +80	+64%	+$8.02K	0.01%	343
2023 Q1	$13.4K	Hold	125	–	–	﹤0.01%	352
2022 Q4	$10.9K	Hold	125	–	–	﹤0.01%	365
2022 Q3	$9K	Hold	125	–	–	﹤0.01%	389
2022 Q2	$11K	Hold	125	–	–	﹤0.01%	379
2022 Q1	$15K	Hold	125	–	–	﹤0.01%	359
2021 Q4	$20K	Buy	+125	New	+$17.6K	0.01%	308

Other funds holding TER

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blue Bell Private Wealth Management's TER Position: Q2 2024 in Review

Blue Bell Private Wealth Management sold out of Teradyne (TER) in Q2 2024, closing a stake of 194 shares — an estimated $21.9K sold.

Blue Bell Private Wealth Management first reported a position in TER in Q4 2021 and held it in 10 quarters. The position peaked at $29.7K in Q4 2023. 755 funds tracked by Wall St. Rank hold TER as of Q2 2024.

Blue Bell Private Wealth Management reported no remaining Teradyne position as of Q2 2024 after selling out during the quarter.
Blue Bell Private Wealth Management sold 194 Teradyne shares in Q2 2024, an estimated $21.9K.
Blue Bell Private Wealth Management first reported a position in Teradyne in Q4 2021 and held it in 10 quarters.
Blue Bell Private Wealth Management's Teradyne position peaked at $29.7K in Q4 2023.
755 funds tracked by Wall St. Rank held Teradyne as of Q2 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.