Evergreen Private Wealth’s Teradyne TER Stock Holding History

Evergreen Private 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 Q2	–	Sell	-230	Closed	-$26K	–	221
2024 Q1	$26K	Hold	230	–	–	0.01%	140
2023 Q4	$25K	Buy	+230	New	+$21.8K	0.01%	136

Other funds holding TER

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evergreen Private Wealth's TER Position: Q2 2024 in Review

Evergreen Private Wealth sold out of Teradyne (TER) in Q2 2024, closing a stake of 230 shares — an estimated $26K sold.

Evergreen Private Wealth first reported a position in TER in Q4 2023 and held it in 2 quarters. The position peaked at $26K in Q1 2024. 753 funds tracked by Wall St. Rank hold TER as of Q2 2024.

Evergreen Private Wealth reported no remaining Teradyne position as of Q2 2024 after selling out during the quarter.
Evergreen Private Wealth sold 230 Teradyne shares in Q2 2024, an estimated $26K.
Evergreen Private Wealth first reported a position in Teradyne in Q4 2023 and held it in 2 quarters.
Evergreen Private Wealth's Teradyne position peaked at $26K in Q1 2024.
753 funds tracked by Wall St. Rank held Teradyne as of Q2 2024.

Based on Evergreen Private Wealth's 13F filing for Q2 2024, filed 13 Aug 2024.