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JP Morgan Private Wealth Advisors’s Teradyne TER Stock Holding History

JP Morgan Private 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
Q3 		$22.6M Sell
224,671
-23,884
-10% -$2.52M 0.06% 260
2023
Q2 		$27.7M Sell
248,555
-60,123
-19% -$6.03M 0.14% 137
2023
Q1 		$33.2M Buy
308,678
+205,907
+200% +$21.1M 0.07% 244
2022
Q4 		$8.98M Sell
102,771
-9,963
-9% -$854K 0.02% 442
2022
Q3 		$8.47M Sell
112,734
-62,525
-36% -$5.7M 0.02% 428
2022
Q2 		$15.7M Sell
175,259
-349,870
-67% -$36.4M 0.04% 322
2022
Q1 		$62.1M Buy
525,129
+59,997
+13% +$7.6M 0.13% 164
2021
Q4 		$76.1M Buy
465,132
+35,148
+8% +$4.94M 0.16% 145
2021
Q3 		$46.9M Buy
429,984
+35,426
+9% +$4.31M 0.11% 186
2021
Q2 		$52.9M Buy
394,558
+111,063
+39% +$14.2M 0.14% 165
2021
Q1 		$34.5M Sell
283,495
-848
-0.3% -$107K 0.11% 190
2020
Q4 		$34.1M Buy
284,343
+34,649
+14% +$3.54M 0.11% 189
2020
Q3 		$19.8M Buy
249,694
+53,543
+27% +$4.54M 0.08% 217
2020
Q2 		$16.6M Buy
196,151
+45,041
+30% +$3.02M 0.08% 215
2020
Q1 		$8.19M Buy
151,110
+26,329
+21% +$1.67M 0.05% 290
2019
Q4 		$8.51M Sell
124,781
-1,129
-0.9% -$71.7K 0.04% 330
2019
Q3 		$7.29M Buy
125,910
+37,532
+42% +$1.99M 0.04% 339
2019
Q2 		$4.23M Buy
88,378
+826
+0.9% +$37.5K 0.02% 422
2019
Q1 		$3.49M Buy
87,552
+6,887
+9% +$257K 0.02% 487
2018
Q4 		$2.53M Sell
80,665
-66,305
-45% -$2.25M 0.02% 523
2018
Q3 		$5.43M Buy
146,970
+4,965
+3% +$200K 0.03% 409
2018
Q2 		$5.41M Buy
142,005
+2,355
+2% +$91.8K 0.03% 386
2018
Q1 		$6.38M Buy
139,650
+21,506
+18% +$984K 0.04% 291
2017
Q4 		$4.95M Buy
118,144
+12,883
+12% +$531K 0.03% 330
2017
Q3 		$3.92M Buy
105,261
+94,026
+837% +$3.26M 0.03% 352
2017
Q2 		$337K Sell
11,235
-2,707
-19% -$91K ﹤0.01% 971
2017
Q1 		$434K Buy
13,942
+1,419
+11% +$40.6K ﹤0.01% 911
2016
Q4 		$318K Buy
+12,523
New +$297K ﹤0.01% 975
2015
Q3 		– Sell
-12,682
Closed -$245K – 1129
2015
Q2 		$245K Sell
12,682
-682
-5% -$13.6K ﹤0.01% 917
2015
Q1 		$252K Buy
+13,364
New +$256K ﹤0.01% 955

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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

JP Morgan Private Wealth Advisors's TER Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Teradyne (TER) stake by 9.6% in Q3 2023, selling an estimated $2.52M and leaving 224,671 shares worth $22.6M. The position accounts for 0.06% of the portfolio, ranked #260.

JP Morgan Private Wealth Advisors first reported a position in TER in Q1 2015 and has held it in 30 quarters since. The position peaked at $76.1M in Q4 2021. 683 funds tracked by Wall St. Rank hold TER as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 224,671 shares of Teradyne worth $22.6M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 23,884 Teradyne shares in Q3 2023, an estimated $2.52M.
  • Teradyne made up 0.06% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #260 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Teradyne in Q1 2015 and has held it in 30 quarters since.
  • JP Morgan Private Wealth Advisors's Teradyne position peaked at $76.1M in Q4 2021.
  • 683 funds tracked by Wall St. Rank held Teradyne as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.