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C2C Wealth Management’s Teradyne TER Stock Holding History

C2C 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
2023
Q4 		– Sell
-4,905
Closed -$490K – 217
2023
Q3 		$490K Hold
4,905
– – 0.07% 150
2023
Q2 		$574K Hold
4,905
– – 0.08% 136
2023
Q1 		$498K Buy
+4,905
New +$502K 0.08% 150

Other funds holding TER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

C2C Wealth Management's TER Position: Q4 2023 in Review

C2C Wealth Management sold out of Teradyne (TER) in Q4 2023, closing a stake of 4,905 shares — an estimated $490K sold.

C2C Wealth Management first reported a position in TER in Q1 2023 and held it in 3 quarters. The position peaked at $574K in Q2 2023. 710 funds tracked by Wall St. Rank hold TER as of Q4 2023.

  • C2C Wealth Management reported no remaining Teradyne position as of Q4 2023 after selling out during the quarter.
  • C2C Wealth Management sold 4,905 Teradyne shares in Q4 2023, an estimated $490K.
  • C2C Wealth Management first reported a position in Teradyne in Q1 2023 and held it in 3 quarters.
  • C2C Wealth Management's Teradyne position peaked at $574K in Q2 2023.
  • 710 funds tracked by Wall St. Rank held Teradyne as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.