EWA
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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 -$281 – 145
2021
Q4 		$281 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 $5.7T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return