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Cassady Schiller Wealth Management’s Teradyne TER Stock Holding History

Cassady Schiller 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
2024
Q4 		$2.39K Buy
19
+12
+171% +$1.42K ﹤0.01% 542
2024
Q3 		$938 Hold
7
– – ﹤0.01% 425
2024
Q2 		$1.04K Hold
7
– – ﹤0.01% 427
2024
Q1 		$790 Buy
+7
New +$729 ﹤0.01% 465

Other funds holding TER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Cassady Schiller Wealth Management's TER Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Teradyne (TER) stake by 171% in Q4 2024, buying an estimated $1.42K and bringing the position to 19 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Cassady Schiller Wealth Management first reported a position in TER in Q1 2024 and has held it in 4 quarters since. 773 funds tracked by Wall St. Rank hold TER as of Q4 2024.

  • Cassady Schiller Wealth Management held 19 shares of Teradyne worth $2.39K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 12 Teradyne shares in Q4 2024, an estimated $1.42K.
  • Teradyne made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #542 holding.
  • Cassady Schiller Wealth Management first reported a position in Teradyne in Q1 2024 and has held it in 4 quarters since.
  • 773 funds tracked by Wall St. Rank held Teradyne as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.