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Juncture Wealth Strategies’s Teradyne TER Stock Holding History

Juncture Wealth Strategies’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
2021
Q1 		– Sell
-4,707
Closed -$564K – 121
2020
Q4 		$564K Sell
4,707
-151
-3% -$15.4K 0.36% 62
2020
Q3 		$386K Buy
4,858
+66
+1% +$5.6K 0.27% 83
2020
Q2 		$405K Buy
+4,792
New +$321K 0.31% 71

Other funds holding TER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 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 $1.61T AUM 30.72% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Juncture Wealth Strategies's TER Position: Q1 2021 in Review

Juncture Wealth Strategies sold out of Teradyne (TER) in Q1 2021, closing a stake of 4,707 shares — an estimated $564K sold.

Juncture Wealth Strategies first reported a position in TER in Q2 2020 and held it in 3 quarters. The position peaked at $564K in Q4 2020. 685 funds tracked by Wall St. Rank hold TER as of Q1 2021.

  • Juncture Wealth Strategies reported no remaining Teradyne position as of Q1 2021 after selling out during the quarter.
  • Juncture Wealth Strategies sold 4,707 Teradyne shares in Q1 2021, an estimated $564K.
  • Juncture Wealth Strategies first reported a position in Teradyne in Q2 2020 and held it in 3 quarters.
  • Juncture Wealth Strategies's Teradyne position peaked at $564K in Q4 2020.
  • 685 funds tracked by Wall St. Rank held Teradyne as of Q1 2021.

Based on Juncture Wealth Strategies's 13F filing for Q1 2021, filed 15 Apr 2021.