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JNBA Financial Advisors’s Teradyne TER Stock Holding History

JNBA Financial 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
Q1 		$2.37K Hold
8
– – ﹤0.01% 712
2025
Q4 		$1.55K Sell
8
-92
-92% -$15.8K ﹤0.01% 697
2025
Q3 		$13.8K Hold
100
– – ﹤0.01% 447
2025
Q2 		$8.99K Hold
100
– – ﹤0.01% 474
2025
Q1 		$8.26K Hold
100
– – ﹤0.01% 479
2024
Q4 		$12.6K Hold
100
– – ﹤0.01% 435
2024
Q3 		$13.4K Hold
100
– – ﹤0.01% 430
2024
Q2 		$14.8K Hold
100
– – ﹤0.01% 415
2024
Q1 		$11.3K Buy
+100
New +$10.4K ﹤0.01% 456
2016
Q4 		– Sell
-37
Closed -$1K – 1249
2016
Q3 		$1K Buy
+37
New +$764 ﹤0.01% 1541
2014
Q4 		– Sell
-68
Closed -$1K – 587
2014
Q3 		$1K Buy
+68
New +$1.33K ﹤0.01% 562

Other funds holding TER

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return