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Liberty Wealth Management’s Teradyne TER Stock Holding History

Liberty 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
2021
Q4 		– Sell
-255
Closed -$33K – 1004
2021
Q3 		$33K Buy
255
+217
+571% +$26.4K 0.01% 516
2021
Q2 		$5K Buy
+38
New +$4.86K ﹤0.01% 805
2021
Q1 		– Sell
-16
Closed -$1K – 1039
2020
Q4 		$1K Hold
16
– – ﹤0.01% 907
2020
Q3 		$1K Hold
16
– – ﹤0.01% 831
2020
Q2 		$1K Hold
16
– – ﹤0.01% 818
2020
Q1 		$1K Sell
16
-1,139
-99% -$72.3K ﹤0.01% 841
2019
Q4 		$9K Buy
1,155
+1,139
+7,119% +$72.3K 0.01% 565
2019
Q3 		$1K Sell
16
-8
-33% -$424 ﹤0.01% 829
2019
Q2 		$1K Buy
24
+8
+50% +$363 ﹤0.01% 864
2019
Q1 		$0 Hold
16
– – ﹤0.01% 844
2018
Q4 		$0 Buy
+16
New +$543 ﹤0.01% 793

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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Liberty Wealth Management's TER Position: Q4 2021 in Review

Liberty Wealth Management sold out of Teradyne (TER) in Q4 2021, closing a stake of 255 shares — an estimated $33K sold.

Liberty Wealth Management first reported a position in TER in Q4 2018 and held it in 11 quarters. The position peaked at $33K in Q3 2021. 747 funds tracked by Wall St. Rank hold TER as of Q4 2021.

  • Liberty Wealth Management reported no remaining Teradyne position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 255 Teradyne shares in Q4 2021, an estimated $33K.
  • Liberty Wealth Management first reported a position in Teradyne in Q4 2018 and held it in 11 quarters.
  • Liberty Wealth Management's Teradyne position peaked at $33K in Q3 2021.
  • 747 funds tracked by Wall St. Rank held Teradyne as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.