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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 – 737
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

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BlackRock
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JP Morgan Chase
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State Street
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Ameriprise
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return