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Lenox Wealth Advisors’s Teradyne TER Stock Holding History

Lenox 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
2022
Q1 		$1K Buy
8
+4
+100% +$507 ﹤0.01% 731
2021
Q4 		$1K Hold
4
– – ﹤0.01% 911
2021
Q3 		$0 Buy
+4
New +$486 ﹤0.01% 791
2014
Q1 		– Sell
-128
Closed -$2K – 319
2013
Q4 		$2K Sell
128
-63
-33% -$1.06K ﹤0.01% 321
2013
Q3 		$3K Buy
+191
New +$3.17K ﹤0.01% 213

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lenox Wealth Advisors's TER Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Teradyne (TER) stake by 100% in Q1 2022, buying an estimated $507 and bringing the position to 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Lenox Wealth Advisors first reported a position in TER in Q3 2013 and has held it in 5 quarters since. The position peaked at $3K in Q3 2013. 720 funds tracked by Wall St. Rank hold TER as of Q1 2022.

  • Lenox Wealth Advisors held 8 shares of Teradyne worth $1K as of Q1 2022.
  • Lenox Wealth Advisors bought 4 Teradyne shares in Q1 2022, an estimated $507.
  • Teradyne made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #731 holding.
  • Lenox Wealth Advisors first reported a position in Teradyne in Q3 2013 and has held it in 5 quarters since.
  • Lenox Wealth Advisors's Teradyne position peaked at $3K in Q3 2013.
  • 720 funds tracked by Wall St. Rank held Teradyne as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.