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

Fidelity Investments

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return