JFS Wealth Advisors’s Teradyne TER Stock Holding History

JFS 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
2026 Q2	$46K	Buy	95 +1	+1%	+$377	﹤0.01%	563
2026 Q1	$27.9K	Buy	94 +16	+21%	+$4.46K	﹤0.01%	659
2025 Q4	$15.1K	Buy	78 +47	+152%	+$8.06K	﹤0.01%	844
2025 Q3	$4.27K	Buy	31 +1	+3%	+$109	﹤0.01%	1187
2025 Q2	$2.7K	Sell	30 -48	-62%	-$3.83K	﹤0.01%	1305
2025 Q1	$6.44K	Sell	78 -1	-1%	-$112	﹤0.01%	1024
2024 Q4	$9.95K	Buy	79 +1	+1%	+$118	﹤0.01%	853
2024 Q3	$10.4K	Sell	78 -466	-86%	-$62.8K	﹤0.01%	838
2024 Q2	$80.7K	Hold	544	–	–	0.01%	352
2024 Q1	$61.3K	Buy	544 +1	+0.2%	+$104	﹤0.01%	390
2023 Q4	$58.9K	Buy	543 +2	+0.4%	+$190	0.01%	381
2023 Q3	$54.3K	Buy	541 +9	+2%	+$949	0.01%	368
2023 Q2	$59.2K	Sell	532 -15	-3%	-$1.5K	0.01%	353
2023 Q1	$58.8K	Buy	547 +25	+5%	+$2.56K	0.01%	350
2022 Q4	$45.6K	Buy	522 +58	+13%	+$4.97K	﹤0.01%	376
2022 Q3	$35K	Sell	464 -51	-10%	-$4.65K	﹤0.01%	450
2022 Q2	$46K	Buy	515 +26	+5%	+$2.71K	﹤0.01%	407
2022 Q1	$58K	Buy	489 +13	+3%	+$1.65K	0.01%	398
2021 Q4	$78K	Buy	+476	New	+$67K	0.01%	350

Other funds holding TER

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Gouws Capital LLC Charlotte, North Carolina $215M AUM 43.89% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return