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Long Island Wealth Management’s Teradyne TER Stock Holding History

Long Island 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
2024
Q1 		– Sell
-22
Closed -$2K – 358
2023
Q4 		$2K Buy
+22
New +$2.09K ﹤0.01% 365

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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Long Island Wealth Management's TER Position: Q1 2024 in Review

Long Island Wealth Management sold out of Teradyne (TER) in Q1 2024, closing a stake of 22 shares — an estimated $2K sold.

Long Island Wealth Management first reported a position in TER in Q4 2023 and held it in 1 quarter. The position peaked at $2K in Q4 2023. 681 funds tracked by Wall St. Rank hold TER as of Q1 2024.

  • Long Island Wealth Management reported no remaining Teradyne position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 22 Teradyne shares in Q1 2024, an estimated $2K.
  • Long Island Wealth Management first reported a position in Teradyne in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Teradyne position peaked at $2K in Q4 2023.
  • 681 funds tracked by Wall St. Rank held Teradyne as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.