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Evolution Wealth Advisors’s Teradyne TER Stock Holding History

Evolution Wealth 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
2022
Q1 		– Sell
-1,717
Closed -$281K – 145
2021
Q4 		$281K Buy
1,717
+44
+3% +$6.19K 0.04% 98
2021
Q3 		$183K Buy
1,673
+190
+13% +$23.1K 0.04% 119
2021
Q2 		$199K Sell
1,483
-293
-16% -$37.5K 0.04% 119
2021
Q1 		$216K Buy
1,776
+298
+20% +$37.4K 0.05% 104
2020
Q4 		$177K Sell
1,478
-85
-5% -$8.68K 0.04% 106
2020
Q3 		$124K Buy
+1,563
New +$133K 0.03% 127

Other funds holding TER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evolution Wealth Advisors's TER Position: Q1 2022 in Review

Evolution Wealth Advisors sold out of Teradyne (TER) in Q1 2022, closing a stake of 1,717 shares — an estimated $281K sold.

Evolution Wealth Advisors first reported a position in TER in Q3 2020 and held it in 6 quarters. The position peaked at $281K in Q4 2021. 719 funds tracked by Wall St. Rank hold TER as of Q1 2022.

  • Evolution Wealth Advisors reported no remaining Teradyne position as of Q1 2022 after selling out during the quarter.
  • Evolution Wealth Advisors sold 1,717 Teradyne shares in Q1 2022, an estimated $281K.
  • Evolution Wealth Advisors first reported a position in Teradyne in Q3 2020 and held it in 6 quarters.
  • Evolution Wealth Advisors's Teradyne position peaked at $281K in Q4 2021.
  • 719 funds tracked by Wall St. Rank held Teradyne as of Q1 2022.

Based on Evolution Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.