Intercontinental Wealth Advisors’s Teradyne TER Stock Holding History

Intercontinental 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
2023 Q2	$592K	Buy	5,318 +185	+4%	+$18.5K	0.14%	164
2023 Q1	$552K	Sell	5,133 -98	-2%	-$10K	0.14%	173
2022 Q4	$457K	Sell	5,231 -62	-1%	-$5.31K	0.14%	180
2022 Q3	$398K	Buy	5,293 +106	+2%	+$9.66K	0.12%	187
2022 Q2	$464K	Sell	5,187 -86	-2%	-$8.95K	0.13%	173
2022 Q1	$623K	Buy	5,273 +42	+0.8%	+$5.32K	0.14%	155
2021 Q4	$855K	Buy	5,231 +2,234	+75%	+$314K	0.18%	112
2021 Q3	$327K	Sell	2,997 -463	-13%	-$56.3K	0.08%	219
2021 Q2	$464K	Buy	3,460 +485	+16%	+$62.1K	0.09%	185
2021 Q1	$362K	Sell	2,975 -332	-10%	-$41.7K	0.08%	193
2020 Q4	$396K	Buy	+3,307	New	+$338K	0.1%	168

Other funds holding TER

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Intercontinental Wealth Advisors's TER Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Teradyne (TER) stake by 3.6% in Q2 2023, buying an estimated $18.5K and bringing the position to 5,318 shares worth $592K. The position accounts for 0.14% of the portfolio, ranked #164.

Intercontinental Wealth Advisors first reported a position in TER in Q4 2020 and has held it in 11 quarters since. The position peaked at $855K in Q4 2021. 690 funds tracked by Wall St. Rank hold TER as of Q2 2023.

Intercontinental Wealth Advisors held 5,318 shares of Teradyne worth $592K as of Q2 2023.
Intercontinental Wealth Advisors bought 185 Teradyne shares in Q2 2023, an estimated $18.5K.
Teradyne made up 0.14% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #164 holding.
Intercontinental Wealth Advisors first reported a position in Teradyne in Q4 2020 and has held it in 11 quarters since.
Intercontinental Wealth Advisors's Teradyne position peaked at $855K in Q4 2021.
690 funds tracked by Wall St. Rank held Teradyne as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.