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Pinnacle Private Wealth’s Teradyne TER Stock Holding History

Pinnacle Private Wealth’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
Q2 		$366K Buy
4,087
+100
+3% +$10.4K 0.14% 165
2022
Q1 		$471K Sell
3,987
-137
-3% -$17.4K 0.15% 161
2021
Q4 		$674K Buy
+4,124
New +$580K 0.21% 117

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Private Wealth's TER Position: Q2 2022 in Review

Pinnacle Private Wealth increased its Teradyne (TER) stake by 2.5% in Q2 2022, buying an estimated $10.4K and bringing the position to 4,087 shares worth $366K. The position accounts for 0.14% of the portfolio, ranked #165.

Pinnacle Private Wealth first reported a position in TER in Q4 2021 and has held it in 3 quarters since. The position peaked at $674K in Q4 2021. 654 funds tracked by Wall St. Rank hold TER as of Q2 2022.

  • Pinnacle Private Wealth held 4,087 shares of Teradyne worth $366K as of Q2 2022.
  • Pinnacle Private Wealth bought 100 Teradyne shares in Q2 2022, an estimated $10.4K.
  • Teradyne made up 0.14% of Pinnacle Private Wealth's portfolio in Q2 2022, its #165 holding.
  • Pinnacle Private Wealth first reported a position in Teradyne in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Teradyne position peaked at $674K in Q4 2021.
  • 654 funds tracked by Wall St. Rank held Teradyne as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.