HWMA
TER icon

Heritage Wealth Management (Arizona)’s Teradyne TER Stock Holding History

Heritage Wealth Management (Arizona)’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
Q2 		$519K Sell
3,503
-443
-11% -$56.3K 0.29% 75
2024
Q1 		$445K Sell
3,946
-151
-4% -$15.7K 0.23% 91
2023
Q4 		$445K Buy
+4,097
New +$389K 0.24% 89
2022
Q4 		$932K Buy
10,674
+6,462
+153% +$554K 0.13% 120
2022
Q3 		$316K Sell
4,212
-471
-10% -$42.9K 0.1% 143
2022
Q2 		$419K Buy
4,683
+633
+16% +$65.9K 0.14% 111
2022
Q1 		$479K Buy
+4,050
New +$513K 0.13% 123
2021
Q3 		$215K Buy
1,965
+333
+20% +$40.5K 0.08% 203
2021
Q2 		$219K Buy
1,632
+910
+126% +$116K 0.08% 210
2021
Q1 		$88K Buy
+722
New +$90.7K 0.05% 268

Other funds holding TER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return