PPWM
TER icon

PFG Private Wealth Management’s Teradyne TER Stock Holding History

PFG Private Wealth Management’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
2022
Q1 		– Sell
-777
Closed -$127K – 350
2021
Q4 		$127K Buy
777
+157
+25% +$22.1K 0.07% 68
2021
Q3 		$68K Buy
+620
New +$75.3K 0.04% 135

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PFG Private Wealth Management's TER Position: Q1 2022 in Review

PFG Private Wealth Management sold out of Teradyne (TER) in Q1 2022, closing a stake of 777 shares — an estimated $127K sold.

PFG Private Wealth Management first reported a position in TER in Q3 2021 and held it in 2 quarters. The position peaked at $127K in Q4 2021. 719 funds tracked by Wall St. Rank hold TER as of Q1 2022.

  • PFG Private Wealth Management reported no remaining Teradyne position as of Q1 2022 after selling out during the quarter.
  • PFG Private Wealth Management sold 777 Teradyne shares in Q1 2022, an estimated $127K.
  • PFG Private Wealth Management first reported a position in Teradyne in Q3 2021 and held it in 2 quarters.
  • PFG Private Wealth Management's Teradyne position peaked at $127K in Q4 2021.
  • 719 funds tracked by Wall St. Rank held Teradyne as of Q1 2022.

Based on PFG Private Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.