Doyle Wealth Management’s Teradyne TER Stock Holding History

Doyle 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	$293K	Sell	3,902 -200	-5%	-$18.2K	0.03%	166
2022 Q2	$367K	Sell	4,102 -261	-6%	-$27.2K	0.03%	154
2022 Q1	$516K	Buy	4,363 +87	+2%	+$11K	0.04%	153
2021 Q4	$699K	Buy	4,276 +124	+3%	+$17.4K	0.05%	126
2021 Q3	$453K	Buy	4,152 +652	+19%	+$79.2K	0.04%	148
2021 Q2	$469K	Buy	3,500 +840	+32%	+$107K	0.04%	142
2021 Q1	$324K	Buy	+2,660	New	+$334K	0.03%	169

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

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

Doyle Wealth Management reduced its Teradyne (TER) stake by 4.9% in Q3 2022, selling an estimated $18.2K and leaving 3,902 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #166.

Doyle Wealth Management first reported a position in TER in Q1 2021 and has held it in 7 quarters since. The position peaked at $699K in Q4 2021. 635 funds tracked by Wall St. Rank hold TER as of Q3 2022.

Doyle Wealth Management held 3,902 shares of Teradyne worth $293K as of Q3 2022.
Doyle Wealth Management sold 200 Teradyne shares in Q3 2022, an estimated $18.2K.
Teradyne made up 0.03% of Doyle Wealth Management's portfolio in Q3 2022, its #166 holding.
Doyle Wealth Management first reported a position in Teradyne in Q1 2021 and has held it in 7 quarters since.
Doyle Wealth Management's Teradyne position peaked at $699K in Q4 2021.
635 funds tracked by Wall St. Rank held Teradyne as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.