Confluence Wealth Services’s Teradyne TER Stock Holding History

Confluence Wealth Services’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 Q1	–	Sell	-27	Closed	-$4K	–	1056
2021 Q4	$4K	Buy	+27	New	+$3.8K	﹤0.01%	1088

Other funds holding TER

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Confluence Wealth Services's TER Position: Q1 2022 in Review

Confluence Wealth Services sold out of Teradyne (TER) in Q1 2022, closing a stake of 27 shares — an estimated $4K sold.

Confluence Wealth Services first reported a position in TER in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 719 funds tracked by Wall St. Rank hold TER as of Q1 2022.

Confluence Wealth Services reported no remaining Teradyne position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 27 Teradyne shares in Q1 2022, an estimated $4K.
Confluence Wealth Services first reported a position in Teradyne in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's Teradyne position peaked at $4K in Q4 2021.
719 funds tracked by Wall St. Rank held Teradyne as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.