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Personal Wealth Partners’s Teradyne TER Stock Holding History

Personal 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
2021
Q3 		– Sell
-11
Closed -$1K – 358
2021
Q2 		$1K Buy
+11
New +$1.41K ﹤0.01% 419
2020
Q1 		– Sell
-11
Closed -$1K – 543
2019
Q4 		$1K Hold
11
– – ﹤0.01% 474
2019
Q3 		$1K Buy
+11
New +$582 ﹤0.01% 485

Other funds holding TER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Personal Wealth Partners's TER Position: Q3 2021 in Review

Personal Wealth Partners sold out of Teradyne (TER) in Q3 2021, closing a stake of 11 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in TER in Q3 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2021. 678 funds tracked by Wall St. Rank hold TER as of Q3 2021.

  • Personal Wealth Partners reported no remaining Teradyne position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 11 Teradyne shares in Q3 2021, an estimated $1K.
  • Personal Wealth Partners first reported a position in Teradyne in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Teradyne position peaked at $1K in Q2 2021.
  • 678 funds tracked by Wall St. Rank held Teradyne as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.