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Glassman Wealth Services’s Teradyne TER Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-178
Closed -$19.3K – 1634
2023
Q4 		$19.3K Buy
178
+1
+0.6% +$95 ﹤0.01% 698
2023
Q3 		$17.8K Hold
177
– – ﹤0.01% 682
2023
Q2 		$19.7K Hold
177
– – ﹤0.01% 624
2023
Q1 		$19K Hold
177
– – ﹤0.01% 646
2022
Q4 		$15.5K Buy
177
+12
+7% +$1.03K ﹤0.01% 725
2022
Q3 		$12K Sell
165
-50
-23% -$4.56K ﹤0.01% 756
2022
Q2 		$19K Sell
215
-136
-39% -$14.1K ﹤0.01% 649
2022
Q1 		$41K Buy
351
+280
+394% +$35.5K 0.01% 451
2021
Q4 		$12K Buy
71
+35
+97% +$4.92K ﹤0.01% 740
2021
Q3 		$4K Sell
36
-9
-20% -$1.09K ﹤0.01% 1034
2021
Q2 		$6K Buy
45
+16
+55% +$2.05K ﹤0.01% 885
2021
Q1 		$4K Buy
29
+6
+26% +$754 ﹤0.01% 953
2020
Q4 		$3K Buy
23
+18
+360% +$1.84K ﹤0.01% 1008
2020
Q3 		$0 Hold
5
– – ﹤0.01% 1492
2020
Q2 		$0 Sell
5
-4
-44% -$268 ﹤0.01% 1524
2020
Q1 		$0 Sell
9
-9
-50% -$571 ﹤0.01% 1552
2019
Q4 		$1K Buy
18
+7
+64% +$444 ﹤0.01% 1043
2019
Q3 		$1K Hold
11
– – ﹤0.01% 924
2019
Q2 		$1K Buy
11
+5
+83% +$227 ﹤0.01% 936
2019
Q1 		$0 Buy
+6
New +$224 ﹤0.01% 1202

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Glassman Wealth Services's TER Position: Q1 2024 in Review

Glassman Wealth Services sold out of Teradyne (TER) in Q1 2024, closing a stake of 178 shares — an estimated $19.3K sold.

Glassman Wealth Services first reported a position in TER in Q1 2019 and held it in 20 quarters. The position peaked at $41K in Q1 2022. 682 funds tracked by Wall St. Rank hold TER as of Q1 2024.

  • Glassman Wealth Services reported no remaining Teradyne position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 178 Teradyne shares in Q1 2024, an estimated $19.3K.
  • Glassman Wealth Services first reported a position in Teradyne in Q1 2019 and held it in 20 quarters.
  • Glassman Wealth Services's Teradyne position peaked at $41K in Q1 2022.
  • 682 funds tracked by Wall St. Rank held Teradyne as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.