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Connectus Wealth’s Teradyne TER Stock Holding History

Connectus Wealth’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
Q1 		– Sell
-11,853
Closed -$1.29M – 499
2023
Q4 		$1.29M Sell
11,853
-3
-0% -$285 0.03% 307
2023
Q3 		$1.19M Buy
11,856
+6,808
+135% +$718K 0.03% 299
2023
Q2 		$562K Sell
5,048
-12
-0.2% -$1.2K 0.01% 337
2023
Q1 		$544K Buy
5,060
+12
+0.2% +$1.23K 0.01% 333
2022
Q4 		$441K Hold
5,048
– – 0.01% 350
2022
Q3 		$379K Hold
5,048
– – 0.01% 431
2022
Q2 		$452K Buy
5,048
+225
+5% +$23.4K 0.01% 346
2022
Q1 		$789K Sell
4,823
-136
-3% -$17.2K 0.03% 269
2021
Q4 		$811K Buy
+4,959
New +$698K 0.03% 234

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Connectus Wealth's TER Position: Q1 2024 in Review

Connectus Wealth sold out of Teradyne (TER) in Q1 2024, closing a stake of 11,853 shares — an estimated $1.29M sold.

Connectus Wealth first reported a position in TER in Q4 2021 and held it in 9 quarters. The position peaked at $1.29M in Q4 2023. 681 funds tracked by Wall St. Rank hold TER as of Q1 2024.

  • Connectus Wealth reported no remaining Teradyne position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 11,853 Teradyne shares in Q1 2024, an estimated $1.29M.
  • Connectus Wealth first reported a position in Teradyne in Q4 2021 and held it in 9 quarters.
  • Connectus Wealth's Teradyne position peaked at $1.29M in Q4 2023.
  • 681 funds tracked by Wall St. Rank held Teradyne as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.