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HHM Wealth Advisors’s Teradyne TER Stock Holding History

HHM Wealth Advisors’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
2025
Q1 		– Sell
-3
Closed -$378 – 1035
2024
Q4 		$378 Buy
+3
New +$355 ﹤0.01% 938
2022
Q3 		– Sell
-49
Closed -$4K – 798
2022
Q2 		$4K Buy
+49
New +$5.1K ﹤0.01% 684
2022
Q1 		– Sell
-152
Closed -$25K – 750
2021
Q4 		$25K Buy
+152
New +$21.4K 0.01% 400

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 $3.38T AUM 44.17% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HHM Wealth Advisors's TER Position: Q1 2025 in Review

HHM Wealth Advisors sold out of Teradyne (TER) in Q1 2025, closing a stake of 3 shares — an estimated $378 sold.

HHM Wealth Advisors first reported a position in TER in Q4 2021 and held it in 3 quarters. The position peaked at $25K in Q4 2021. 748 funds tracked by Wall St. Rank hold TER as of Q1 2025.

  • HHM Wealth Advisors reported no remaining Teradyne position as of Q1 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 3 Teradyne shares in Q1 2025, an estimated $378.
  • HHM Wealth Advisors first reported a position in Teradyne in Q4 2021 and held it in 3 quarters.
  • HHM Wealth Advisors's Teradyne position peaked at $25K in Q4 2021.
  • 748 funds tracked by Wall St. Rank held Teradyne as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.