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Provenance Wealth Advisors’s Teradyne TER Stock Holding History

Provenance Wealth Advisors’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
2024
Q1 		– Sell
-25
Closed -$2.71K – 611
2023
Q4 		$2.71K Buy
+25
New +$2.37K ﹤0.01% 413

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Provenance Wealth Advisors's TER Position: Q1 2024 in Review

Provenance Wealth Advisors sold out of Teradyne (TER) in Q1 2024, closing a stake of 25 shares — an estimated $2.71K sold.

Provenance Wealth Advisors first reported a position in TER in Q4 2023 and held it in 1 quarter. The position peaked at $2.71K in Q4 2023. 681 funds tracked by Wall St. Rank hold TER as of Q1 2024.

  • Provenance Wealth Advisors reported no remaining Teradyne position as of Q1 2024 after selling out during the quarter.
  • Provenance Wealth Advisors sold 25 Teradyne shares in Q1 2024, an estimated $2.71K.
  • Provenance Wealth Advisors first reported a position in Teradyne in Q4 2023 and held it in 1 quarter.
  • Provenance Wealth Advisors's Teradyne position peaked at $2.71K in Q4 2023.
  • 681 funds tracked by Wall St. Rank held Teradyne as of Q1 2024.

Based on Provenance Wealth Advisors's 13F filing for Q1 2024, filed 15 Aug 2025.