OWP
TER icon

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 $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return