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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s TER Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its Teradyne (TER) stake by 11% in Q2 2024, selling an estimated $56.3K and leaving 3,503 shares worth $519K. The position accounts for 0.29% of the portfolio, ranked #75.

Heritage Wealth Management (Arizona) first reported a position in TER in Q1 2021 and has held it in 10 quarters since. The position peaked at $932K in Q4 2022. 754 funds tracked by Wall St. Rank hold TER as of Q2 2024.

Heritage Wealth Management (Arizona) held 3,503 shares of Teradyne worth $519K as of Q2 2024.
Heritage Wealth Management (Arizona) sold 443 Teradyne shares in Q2 2024, an estimated $56.3K.
Teradyne made up 0.29% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #75 holding.
Heritage Wealth Management (Arizona) first reported a position in Teradyne in Q1 2021 and has held it in 10 quarters since.
Heritage Wealth Management (Arizona)'s Teradyne position peaked at $932K in Q4 2022.
754 funds tracked by Wall St. Rank held Teradyne as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.