Polaris Wealth Advisory Group’s Teradyne TER Stock Holding History

Polaris Wealth Advisory Group’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 Q1	–	Sell	-3,944	Closed	-$521K	–	204
2020 Q4	$521K	Buy	+3,944	New	+$403K	0.04%	116
2020 Q3	–	Sell	-87,547	Closed	-$7.26M	–	181
2020 Q2	$7.26M	Buy	+87,547	New	+$5.87M	0.57%	49
2018 Q3	–	Sell	-550	Closed	-$25K	–	541
2018 Q2	$25K	Hold	550	–	–	﹤0.01%	163
2018 Q1	$25K	Buy	+550	New	+$25.2K	﹤0.01%	278

Other funds holding TER

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Polaris Wealth Advisory Group's TER Position: Q1 2021 in Review

Polaris Wealth Advisory Group sold out of Teradyne (TER) in Q1 2021, closing a stake of 3,944 shares — an estimated $521K sold.

Polaris Wealth Advisory Group first reported a position in TER in Q1 2018 and held it in 4 quarters. The position peaked at $7.26M in Q2 2020. 685 funds tracked by Wall St. Rank hold TER as of Q1 2021.

Polaris Wealth Advisory Group reported no remaining Teradyne position as of Q1 2021 after selling out during the quarter.
Polaris Wealth Advisory Group sold 3,944 Teradyne shares in Q1 2021, an estimated $521K.
Polaris Wealth Advisory Group first reported a position in Teradyne in Q1 2018 and held it in 4 quarters.
Polaris Wealth Advisory Group's Teradyne position peaked at $7.26M in Q2 2020.
685 funds tracked by Wall St. Rank held Teradyne as of Q1 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2021, filed 19 Apr 2021.