PWMAI
TER icon

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Teradyne TER Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2025
Q1 		– Sell
-180
Closed -$22.7K – 516
2024
Q4 		$22.7K Buy
+180
New +$21.3K 0.01% 330

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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s TER Position: Q1 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Teradyne (TER) in Q1 2025, closing a stake of 180 shares — an estimated $22.7K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in TER in Q4 2024 and held it in 1 quarter. The position peaked at $22.7K in Q4 2024. 748 funds tracked by Wall St. Rank hold TER as of Q1 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Teradyne position as of Q1 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 180 Teradyne shares in Q1 2025, an estimated $22.7K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Teradyne in Q4 2024 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Teradyne position peaked at $22.7K in Q4 2024.
  • 748 funds tracked by Wall St. Rank held Teradyne as of Q1 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2025, filed 7 Aug 2026.