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IBEX Wealth Advisors’s Teradyne TER Stock Holding History

IBEX 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
2021
Q4 		– Sell
-100
Closed -$11K – 401
2021
Q3 		$11K Sell
100
-28,559
-100% -$3.47M ﹤0.01% 356
2021
Q2 		$3.84M Sell
28,659
-510
-2% -$65.3K 0.77% 53
2021
Q1 		$3.55M Buy
+29,169
New +$3.66M 0.88% 52
2017
Q1 		– Sell
-153
Closed -$4K – 348
2016
Q4 		$4K Buy
+153
New +$3.63K ﹤0.01% 403

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 $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IBEX Wealth Advisors's TER Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Teradyne (TER) in Q4 2021, closing a stake of 100 shares — an estimated $11K sold.

IBEX Wealth Advisors first reported a position in TER in Q4 2016 and held it in 4 quarters. The position peaked at $3.84M in Q2 2021. 747 funds tracked by Wall St. Rank hold TER as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Teradyne position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 100 Teradyne shares in Q4 2021, an estimated $11K.
  • IBEX Wealth Advisors first reported a position in Teradyne in Q4 2016 and held it in 4 quarters.
  • IBEX Wealth Advisors's Teradyne position peaked at $3.84M in Q2 2021.
  • 747 funds tracked by Wall St. Rank held Teradyne as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.