MWM
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Mascoma Wealth Management’s Teradyne TER Stock Holding History

Mascoma 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
2026
Q1 		$1.78K Buy
+6
New +$1.67K ﹤0.01% 439
2023
Q2 		– Sell
-844
Closed -$77.1K – 664
2023
Q1 		$77.1K Hold
844
– – 0.02% 192
2022
Q4 		$73.7K Hold
844
– – 0.02% 195
2022
Q3 		$63K Hold
844
– – 0.02% 206
2022
Q2 		$76K Hold
844
– – 0.03% 202
2022
Q1 		$100K Buy
+844
New +$107K 0.03% 184

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return