LWM
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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

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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