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Center for Financial Planning’s Teradyne TER Stock Holding History

Center for Financial Planning’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
2022
Q4 		– Sell
-33
Closed -$2K – 657
2022
Q3 		$2K Buy
+33
New +$3.01K ﹤0.01% 560

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
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

Center for Financial Planning's TER Position: Q4 2022 in Review

Center for Financial Planning sold out of Teradyne (TER) in Q4 2022, closing a stake of 33 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in TER in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 642 funds tracked by Wall St. Rank hold TER as of Q4 2022.

  • Center for Financial Planning reported no remaining Teradyne position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 33 Teradyne shares in Q4 2022, an estimated $2K.
  • Center for Financial Planning first reported a position in Teradyne in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Teradyne position peaked at $2K in Q3 2022.
  • 642 funds tracked by Wall St. Rank held Teradyne as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.