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Carroll Financial Associates’s Teradyne TER Stock Holding History

Carroll Financial Associates’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
2021
Q4 		– Sell
-2
Closed – – 1926
2021
Q3 		$0 Buy
+2
New +$243 ﹤0.01% 1943
2020
Q3 		– Sell
-398
Closed -$33K – 1670
2020
Q2 		$33K Sell
398
-431
-52% -$28.9K ﹤0.01% 753
2020
Q1 		$44K Buy
+829
New +$52.6K ﹤0.01% 601

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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carroll Financial Associates's TER Position: Q4 2021 in Review

Carroll Financial Associates sold out of Teradyne (TER) in Q4 2021, closing a stake of 2 shares.

Carroll Financial Associates first reported a position in TER in Q1 2020 and held it in 3 quarters. The position peaked at $44K in Q1 2020. 747 funds tracked by Wall St. Rank hold TER as of Q4 2021.

  • Carroll Financial Associates reported no remaining Teradyne position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 2 Teradyne shares in Q4 2021.
  • Carroll Financial Associates first reported a position in Teradyne in Q1 2020 and held it in 3 quarters.
  • Carroll Financial Associates's Teradyne position peaked at $44K in Q1 2020.
  • 747 funds tracked by Wall St. Rank held Teradyne as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.