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Crewe Advisors’s Teradyne TER Stock Holding History

Crewe 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
2026
Q1 		$8.89K Hold
30
– – ﹤0.01% 669
2025
Q4 		$5.81K Hold
30
– – ﹤0.01% 706
2025
Q3 		$4.13K Buy
+30
New +$3.28K ﹤0.01% 751
2024
Q4 		– Sell
-46
Closed -$6.16K – 792
2024
Q3 		$6.16K Hold
46
– – ﹤0.01% 547
2024
Q2 		$6.82K Hold
46
– – ﹤0.01% 749
2024
Q1 		$5.19K Buy
+46
New +$4.79K ﹤0.01% 724
2023
Q2 		– Sell
-166
Closed -$17.8K – 1001
2023
Q1 		$17.8K Hold
166
– – ﹤0.01% 456
2022
Q4 		$14.5K Sell
166
-52
-24% -$4.46K ﹤0.01% 476
2022
Q3 		$16K Buy
218
+14
+7% +$1.28K ﹤0.01% 536
2022
Q2 		$18K Buy
+204
New +$21.2K ﹤0.01% 455

Other funds holding TER

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return