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Patriot Financial Group Insurance Agency’s Teradyne TER Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		– Sell
-22
Closed -$3K – 2158
2021
Q1 		$3K Sell
22
-10
-31% -$1.26K ﹤0.01% 1718
2020
Q4 		$4K Buy
+32
New +$3.27K ﹤0.01% 1507
2020
Q3 		– Sell
-650
Closed -$55K – 1843
2020
Q2 		$55K Buy
+650
New +$43.6K 0.02% 494

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TER Position: Q2 2021 in Review

Patriot Financial Group Insurance Agency sold out of Teradyne (TER) in Q2 2021, closing a stake of 22 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in TER in Q2 2020 and held it in 3 quarters. The position peaked at $55K in Q2 2020. 711 funds tracked by Wall St. Rank hold TER as of Q2 2021.

  • Patriot Financial Group Insurance Agency reported no remaining Teradyne position as of Q2 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 22 Teradyne shares in Q2 2021, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in Teradyne in Q2 2020 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Teradyne position peaked at $55K in Q2 2020.
  • 711 funds tracked by Wall St. Rank held Teradyne as of Q2 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2021, filed 30 Jul 2021.