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Circle Wealth Management’s Teradyne TER Stock Holding History

Circle 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 		– Sell
-6,791
Closed -$910K – 224
2024
Q3 		$910K Buy
6,791
+3,808
+128% +$513K 0.02% 123
2024
Q2 		$442K Buy
+2,983
New +$379K 0.01% 169

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

Circle Wealth Management's TER Position: Q4 2024 in Review

Circle Wealth Management sold out of Teradyne (TER) in Q4 2024, closing a stake of 6,791 shares — an estimated $910K sold.

Circle Wealth Management first reported a position in TER in Q2 2024 and held it in 2 quarters. The position peaked at $910K in Q3 2024. 773 funds tracked by Wall St. Rank hold TER as of Q4 2024.

  • Circle Wealth Management reported no remaining Teradyne position as of Q4 2024 after selling out during the quarter.
  • Circle Wealth Management sold 6,791 Teradyne shares in Q4 2024, an estimated $910K.
  • Circle Wealth Management first reported a position in Teradyne in Q2 2024 and held it in 2 quarters.
  • Circle Wealth Management's Teradyne position peaked at $910K in Q3 2024.
  • 773 funds tracked by Wall St. Rank held Teradyne as of Q4 2024.

Based on Circle Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.