Curi Wealth Management’s Teradyne TER Stock Holding History

Curi 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
2022 Q3	–	Sell	-4	Closed	–	–	637
2022 Q2	$0	Hold	4	–	–	﹤0.01%	722
2022 Q1	$0	Buy	+4	New	+$507	﹤0.01%	648

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Curi Wealth Management's TER Position: Q3 2022 in Review

Curi Wealth Management sold out of Teradyne (TER) in Q3 2022, closing a stake of 4 shares.

Curi Wealth Management first reported a position in TER in Q1 2022 and held it in 2 quarters. The position peaked at $0 in Q2 2022. 635 funds tracked by Wall St. Rank hold TER as of Q3 2022.

Curi Wealth Management reported no remaining Teradyne position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 4 Teradyne shares in Q3 2022.
Curi Wealth Management first reported a position in Teradyne in Q1 2022 and held it in 2 quarters.
Curi Wealth Management's Teradyne position peaked at $0 in Q2 2022.
635 funds tracked by Wall St. Rank held Teradyne as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.