FDx Advisors’s Teradyne TER Stock Holding History

FDx 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
2023 Q3	–	Sell	-8,414	Closed	-$937K	–	767
2023 Q2	$937K	Sell	8,414 -2,653	-24%	-$266K	0.05%	313
2023 Q1	$967K	Hold	11,067	–	–	0.04%	307
2022 Q4	$967K	Sell	11,067 -4,309	-28%	-$369K	0.04%	307
2022 Q3	$1.16M	Buy	15,376 +352	+2%	+$32.1K	0.05%	259
2022 Q2	$1.34M	Sell	15,024 -127	-0.8%	-$13.2K	0.05%	264
2022 Q1	$1.79M	Buy	15,151 +1,355	+10%	+$172K	0.06%	227
2021 Q4	$2.26M	Buy	13,796 +957	+7%	+$135K	0.06%	219
2021 Q3	$1.4M	Buy	12,839 +2,277	+22%	+$277K	0.04%	276
2021 Q2	$1.42M	Buy	10,562 +1,571	+17%	+$201K	0.05%	263
2021 Q1	$1.09M	Sell	8,991 -130	-1%	-$16.3K	0.04%	279
2020 Q4	$1.09M	Buy	9,121 +945	+12%	+$96.5K	0.05%	250
2020 Q3	$650K	Buy	8,176 +86	+1%	+$7.29K	0.03%	318
2020 Q2	$684K	Buy	+8,090	New	+$542K	0.04%	283
2014 Q3	–	Sell	-10,818	Closed	-$212K	–	997
2014 Q2	$212K	Buy	+10,818	New	+$201K	0.01%	926

Other funds holding TER

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

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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

Geode Capital Management

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

VanEck Associates

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