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Global Wealth Management Investment Advisory’s Teradyne TER Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q2 		– Sell
-100
Closed -$5K – 673
2020
Q1 		$5K Hold
100
– – ﹤0.01% 419
2019
Q4 		$7K Hold
100
– – ﹤0.01% 405
2019
Q3 		$6K Buy
+100
New +$5.29K ﹤0.01% 389

Other funds holding TER

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Global Wealth Management Investment Advisory's TER Position: Q2 2020 in Review

Global Wealth Management Investment Advisory sold out of Teradyne (TER) in Q2 2020, closing a stake of 100 shares — an estimated $5K sold.

Global Wealth Management Investment Advisory first reported a position in TER in Q3 2019 and held it in 3 quarters. The position peaked at $7K in Q4 2019. 566 funds tracked by Wall St. Rank hold TER as of Q2 2020.

  • Global Wealth Management Investment Advisory reported no remaining Teradyne position as of Q2 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 100 Teradyne shares in Q2 2020, an estimated $5K.
  • Global Wealth Management Investment Advisory first reported a position in Teradyne in Q3 2019 and held it in 3 quarters.
  • Global Wealth Management Investment Advisory's Teradyne position peaked at $7K in Q4 2019.
  • 566 funds tracked by Wall St. Rank held Teradyne as of Q2 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2020, filed 12 Aug 2020.