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Kingsview Wealth Management’s Teradyne TER Stock Holding History

Kingsview Wealth Management’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
2020
Q2 		– Sell
-5,020
Closed -$272K – 656
2020
Q1 		$272K Hold
5,020
– – 0.04% 377
2019
Q4 		$342K Buy
5,020
+275
+6% +$17.5K 0.04% 347
2019
Q3 		$275K Buy
+4,745
New +$251K 0.04% 353

Other funds holding TER

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kingsview Wealth Management's TER Position: Q2 2020 in Review

Kingsview Wealth Management sold out of Teradyne (TER) in Q2 2020, closing a stake of 5,020 shares — an estimated $272K sold.

Kingsview Wealth Management first reported a position in TER in Q3 2019 and held it in 3 quarters. The position peaked at $342K in Q4 2019. 566 funds tracked by Wall St. Rank hold TER as of Q2 2020.

  • Kingsview Wealth Management reported no remaining Teradyne position as of Q2 2020 after selling out during the quarter.
  • Kingsview Wealth Management sold 5,020 Teradyne shares in Q2 2020, an estimated $272K.
  • Kingsview Wealth Management first reported a position in Teradyne in Q3 2019 and held it in 3 quarters.
  • Kingsview Wealth Management's Teradyne position peaked at $342K in Q4 2019.
  • 566 funds tracked by Wall St. Rank held Teradyne as of Q2 2020.

Based on Kingsview Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.