IWP
TER icon

Icon Wealth Partners’s Teradyne TER Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-237
Closed -$9K – 698
2019
Q1 		$9K Buy
+237
New +$8.86K ﹤0.01% 689
2018
Q3 		– Sell
-484
Closed -$18K – 677
2018
Q2 		$18K Buy
+484
New +$18.9K 0.01% 613
2018
Q1 		– Sell
-419
Closed -$18K – 673
2017
Q4 		$18K Buy
+419
New +$17.3K 0.01% 631

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Icon Wealth Partners's TER Position: Q2 2019 in Review

Icon Wealth Partners sold out of Teradyne (TER) in Q2 2019, closing a stake of 237 shares — an estimated $9K sold.

Icon Wealth Partners first reported a position in TER in Q4 2017 and held it in 3 quarters. The position peaked at $18K in Q2 2018. 421 funds tracked by Wall St. Rank hold TER as of Q2 2019.

  • Icon Wealth Partners reported no remaining Teradyne position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 237 Teradyne shares in Q2 2019, an estimated $9K.
  • Icon Wealth Partners first reported a position in Teradyne in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Teradyne position peaked at $18K in Q2 2018.
  • 421 funds tracked by Wall St. Rank held Teradyne as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.