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Heritage Financial Services’s Teradyne TER Stock Holding History

Heritage Financial 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
2022
Q3 		– Sell
-732
Closed -$65K – 427
2022
Q2 		$65K Buy
+732
New +$76.2K 0.04% 145

Other funds holding TER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Heritage Financial Services's TER Position: Q3 2022 in Review

Heritage Financial Services sold out of Teradyne (TER) in Q3 2022, closing a stake of 732 shares — an estimated $65K sold.

Heritage Financial Services first reported a position in TER in Q2 2022 and held it in 1 quarter. The position peaked at $65K in Q2 2022. 634 funds tracked by Wall St. Rank hold TER as of Q3 2022.

  • Heritage Financial Services reported no remaining Teradyne position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 732 Teradyne shares in Q3 2022, an estimated $65K.
  • Heritage Financial Services first reported a position in Teradyne in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Teradyne position peaked at $65K in Q2 2022.
  • 634 funds tracked by Wall St. Rank held Teradyne as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.