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LVW Advisors’s Teradyne TER Stock Holding History

LVW 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
2026
Q2 		$330K Buy
+682
New +$257K 0.03% 327
2025
Q2 		– Sell
-4,854
Closed -$401K – 343
2025
Q1 		$401K Sell
4,854
-145
-3% -$16.2K 0.05% 204
2024
Q4 		$629K Sell
4,999
-2,555
-34% -$302K 0.08% 159
2024
Q3 		$1.01M Buy
7,554
+782
+12% +$105K 0.13% 113
2024
Q2 		$1M Buy
6,772
+648
+11% +$82.3K 0.15% 96
2024
Q1 		$691K Sell
6,124
-49
-0.8% -$5.11K 0.12% 125
2023
Q4 		$670K Buy
6,173
+16
+0.3% +$1.52K 0.13% 120
2023
Q3 		$619K Sell
6,157
-848
-12% -$89.4K 0.13% 105
2023
Q2 		$780K Buy
7,005
+249
+4% +$25K 0.16% 96
2023
Q1 		$726K Sell
6,756
-237
-3% -$24.2K 0.15% 107
2022
Q4 		$611K Sell
6,993
-459
-6% -$39.3K 0.13% 128
2022
Q3 		$560K Buy
7,452
+338
+5% +$30.8K 0.13% 118
2022
Q2 		$637K Buy
7,114
+402
+6% +$41.8K 0.13% 117
2022
Q1 		$794K Sell
6,712
-315
-4% -$39.9K 0.14% 111
2021
Q4 		$1.15M Sell
7,027
-24
-0.3% -$3.38K 0.2% 84
2021
Q3 		$770K Buy
7,051
+119
+2% +$14.5K 0.13% 116
2021
Q2 		$929K Sell
6,932
-297
-4% -$38K 0.17% 93
2021
Q1 		$880K Sell
7,229
-45
-0.6% -$5.65K 0.17% 94
2020
Q4 		$872K Buy
7,274
+288
+4% +$29.4K 0.17% 82
2020
Q3 		$555K Buy
6,986
+2,551
+58% +$216K 0.12% 98
2020
Q2 		$375K Buy
+4,435
New +$297K 0.09% 113

Other funds holding TER

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
BFA
Buttonwood Financial Advisors Baltimore, Maryland $329M AUM 21.36% 1-Year Est. Return