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Clearview Wealth Advisors’s Teradyne TER Stock Holding History

Clearview Wealth Advisors’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
2023
Q3 		– Sell
-78
Closed -$8.73K – 580
2023
Q2 		$8.73K Buy
78
+1
+1% +$100 0.01% 381
2023
Q1 		$8.32K Buy
77
+2
+3% +$205 0.01% 392
2022
Q4 		$6.58K Sell
75
-96
-56% -$8.23K 0.01% 370
2022
Q3 		$13K Sell
171
-127
-43% -$11.6K 0.01% 309
2022
Q2 		$27K Sell
298
-6
-2% -$624 0.02% 243
2022
Q1 		$36K Hold
304
– – 0.02% 235
2021
Q4 		$50K Buy
304
+27
+10% +$3.8K 0.03% 228
2021
Q3 		$30K Hold
277
– – 0.02% 286
2021
Q2 		$37K Sell
277
-28
-9% -$3.58K 0.02% 275
2021
Q1 		$37K Buy
305
+50
+20% +$6.28K 0.02% 262
2020
Q4 		$31K Buy
+255
New +$26.1K 0.02% 250

Other funds holding TER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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