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Carolinas Wealth Consulting’s Teradyne TER Stock Holding History

Carolinas Wealth Consulting’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
Q4 		– Sell
-5
Closed -$670 – 1103
2024
Q3 		$670 Buy
+5
New +$674 ﹤0.01% 978
2024
Q2 		– Sell
-5
Closed -$564 – 1077
2024
Q1 		$564 Buy
+5
New +$521 ﹤0.01% 968

Other funds holding TER

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 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

Carolinas Wealth Consulting's TER Position: Q4 2024 in Review

Carolinas Wealth Consulting sold out of Teradyne (TER) in Q4 2024, closing a stake of 5 shares — an estimated $670 sold.

Carolinas Wealth Consulting first reported a position in TER in Q1 2024 and held it in 2 quarters. The position peaked at $670 in Q3 2024. 775 funds tracked by Wall St. Rank hold TER as of Q4 2024.

  • Carolinas Wealth Consulting reported no remaining Teradyne position as of Q4 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 5 Teradyne shares in Q4 2024, an estimated $670.
  • Carolinas Wealth Consulting first reported a position in Teradyne in Q1 2024 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Teradyne position peaked at $670 in Q3 2024.
  • 775 funds tracked by Wall St. Rank held Teradyne as of Q4 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2024, filed 27 Feb 2025.