Lowe Wealth Advisors’s Teradyne TER Stock Holding History

Lowe 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
2020 Q2	–	Sell	-50	Closed	-$3K	–	314
2020 Q1	$3K	Buy	50 +10	+25%	+$635	﹤0.01%	224
2019 Q4	$3K	Hold	40	–	–	﹤0.01%	228
2019 Q3	$2K	Hold	40	–	–	﹤0.01%	243
2019 Q2	$2K	Hold	40	–	–	﹤0.01%	259
2019 Q1	$1K	Hold	40	–	–	﹤0.01%	261
2018 Q4	$1K	Hold	40	–	–	﹤0.01%	243
2018 Q3	$1K	Hold	40	–	–	﹤0.01%	280
2018 Q2	$2K	Hold	40	–	–	﹤0.01%	209
2018 Q1	$2K	Hold	40	–	–	﹤0.01%	215
2017 Q4	$2K	Hold	40	–	–	﹤0.01%	225
2017 Q3	$1K	Hold	40	–	–	﹤0.01%	232
2017 Q2	$1K	Hold	40	–	–	﹤0.01%	212
2017 Q1	$1K	Buy	+40	New	+$1.14K	﹤0.01%	213

Other funds holding TER

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Minneapolis, Minnesota $431B 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 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 $22.1B 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