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Next Financial Group’s Teradyne TER Stock Holding History

Next Financial Group’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 		$327K Sell
2,000
-150
-7% -$21.1K 0.02% 698
2021
Q3 		$235K Buy
2,150
+603
+39% +$73.3K 0.02% 764
2021
Q2 		$207K Sell
1,547
-45
-3% -$5.76K 0.02% 817
2021
Q1 		$194K Sell
1,592
-182
-10% -$22.9K 0.02% 792
2020
Q4 		$213K Sell
1,774
-750
-30% -$76.6K 0.02% 696
2020
Q3 		$201K Sell
2,524
-1,285
-34% -$109K 0.02% 622
2020
Q2 		$322K Buy
3,809
+1,686
+79% +$113K 0.04% 397
2020
Q1 		$115K Sell
2,123
-1,554
-42% -$98.6K 0.01% 721
2019
Q4 		$251K Buy
3,677
+125
+4% +$7.94K 0.03% 617
2019
Q3 		$206K Buy
3,552
+291
+9% +$15.4K 0.02% 668
2019
Q2 		$156K Buy
3,261
+1,761
+117% +$79.9K 0.02% 758
2019
Q1 		$60K Sell
1,500
-279
-16% -$10.4K 0.02% 682
2018
Q4 		$56K Buy
1,779
+200
+13% +$6.79K 0.01% 773
2018
Q3 		$58K Buy
+1,579
New +$63.6K 0.03% 510
2017
Q4 		– Sell
-229
Closed -$9K – 1296
2017
Q3 		$9K Hold
229
– – ﹤0.01% 1261
2017
Q2 		$7K Hold
229
– – ﹤0.01% 1461
2017
Q1 		$8K Sell
229
-1,550
-87% -$44.3K ﹤0.01% 1373
2016
Q4 		$45K Buy
1,779
+79
+5% +$1.87K 0.01% 1016
2016
Q3 		$37K Buy
+1,700
New +$35.1K 0.01% 1086
2015
Q3 		– Sell
-100
Closed -$1K – 1954
2015
Q2 		$1K Buy
+100
New +$2K ﹤0.01% 1794

Other funds holding TER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Next Financial Group's TER Position: Q4 2021 in Review

Next Financial Group reduced its Teradyne (TER) stake by 7% in Q4 2021, selling an estimated $21.1K and leaving 2,000 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #698.

Next Financial Group first reported a position in TER in Q2 2015 and has held it in 20 quarters since. 746 funds tracked by Wall St. Rank hold TER as of Q4 2021.

  • Next Financial Group held 2,000 shares of Teradyne worth $327K as of Q4 2021.
  • Next Financial Group sold 150 Teradyne shares in Q4 2021, an estimated $21.1K.
  • Teradyne made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #698 holding.
  • Next Financial Group first reported a position in Teradyne in Q2 2015 and has held it in 20 quarters since.
  • 746 funds tracked by Wall St. Rank held Teradyne as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.