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Buckingham Strategic Wealth’s Teradyne TER Stock Holding History

Buckingham Strategic Wealth’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 		$339K Sell
2,283
-77
-3% -$9.78K ﹤0.01% 571
2024
Q1 		$266K Sell
2,360
-593
-20% -$61.8K ﹤0.01% 624
2023
Q4 		$320K Buy
2,953
+557
+23% +$52.8K ﹤0.01% 555
2023
Q3 		$241K Sell
2,396
-15
-0.6% -$1.58K ﹤0.01% 583
2023
Q2 		$268K Buy
2,411
+77
+3% +$7.72K ﹤0.01% 555
2023
Q1 		$204K Hold
2,334
– – ﹤0.01% 565
2022
Q4 		$204K Buy
+2,334
New +$200K ﹤0.01% 567
2022
Q3 		– Sell
-2,353
Closed -$211K – 645
2022
Q2 		$211K Sell
2,353
-72
-3% -$7.49K ﹤0.01% 545
2022
Q1 		$287K Buy
2,425
+66
+3% +$8.36K 0.01% 482
2021
Q4 		$386K Buy
2,359
+6
+0.3% +$844 0.01% 413
2021
Q3 		$257K Sell
2,353
-202
-8% -$24.5K 0.01% 501
2021
Q2 		$342K Sell
2,555
-40
-2% -$5.12K 0.01% 438
2021
Q1 		$316K Sell
2,595
-346
-12% -$43.5K 0.02% 422
2020
Q4 		$353K Sell
2,941
-48
-2% -$4.9K 0.02% 388
2020
Q3 		$238K Sell
2,989
-8
-0.3% -$678 0.02% 420
2020
Q2 		$253K Buy
+2,997
New +$201K 0.02% 344

Other funds holding TER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Buckingham Strategic Wealth's TER Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Teradyne (TER) stake by 3.3% in Q2 2024, selling an estimated $9.78K and leaving 2,283 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Buckingham Strategic Wealth first reported a position in TER in Q2 2020 and has held it in 16 quarters since. The position peaked at $386K in Q4 2021. 754 funds tracked by Wall St. Rank hold TER as of Q2 2024.

  • Buckingham Strategic Wealth held 2,283 shares of Teradyne worth $339K as of Q2 2024.
  • Buckingham Strategic Wealth sold 77 Teradyne shares in Q2 2024, an estimated $9.78K.
  • Teradyne made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #571 holding.
  • Buckingham Strategic Wealth first reported a position in Teradyne in Q2 2020 and has held it in 16 quarters since.
  • Buckingham Strategic Wealth's Teradyne position peaked at $386K in Q4 2021.
  • 754 funds tracked by Wall St. Rank held Teradyne as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.