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Obermeyer Wealth Partners’s Teradyne TER Stock Holding History

Obermeyer Wealth Partners’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
Q1 		– Sell
-4,675
Closed -$319K – 141
2019
Q4 		$319K Hold
4,675
– – 0.03% 100
2019
Q3 		$271K Sell
4,675
-440,390
-99% -$23.3M 0.03% 103
2019
Q2 		$21.3M Sell
445,065
-71,687
-14% -$3.25M 1.92% 25
2019
Q1 		$20.6M Sell
516,752
-7,656
-1% -$286K 1.93% 25
2018
Q4 		$16.5M Sell
524,408
-275,074
-34% -$9.33M 1.67% 27
2018
Q3 		$29.6M Buy
799,482
+980
+0.1% +$39.5K 2.5% 22
2018
Q2 		$30.4M Sell
798,502
-9,418
-1% -$367K 2.7% 21
2018
Q1 		$36.9M Buy
+807,920
New +$37M 3.35% 12

Other funds holding TER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Obermeyer Wealth Partners's TER Position: Q1 2020 in Review

Obermeyer Wealth Partners sold out of Teradyne (TER) in Q1 2020, closing a stake of 4,675 shares — an estimated $319K sold.

Obermeyer Wealth Partners first reported a position in TER in Q1 2018 and held it in 8 quarters. The position peaked at $36.9M in Q1 2018. 496 funds tracked by Wall St. Rank hold TER as of Q1 2020.

  • Obermeyer Wealth Partners reported no remaining Teradyne position as of Q1 2020 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 4,675 Teradyne shares in Q1 2020, an estimated $319K.
  • Obermeyer Wealth Partners first reported a position in Teradyne in Q1 2018 and held it in 8 quarters.
  • Obermeyer Wealth Partners's Teradyne position peaked at $36.9M in Q1 2018.
  • 496 funds tracked by Wall St. Rank held Teradyne as of Q1 2020.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2020, filed 30 Apr 2020.