PRW Wealth Management’s Teradyne TER Stock Holding History

PRW 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
2019 Q2	–	Sell	-855	Closed	-$34K	–	600
2019 Q1	$34K	Hold	855	–	–	0.03%	191
2018 Q4	$27K	Buy	+855	New	+$29K	0.03%	208

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

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

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PRW Wealth Management's TER Position: Q2 2019 in Review

PRW Wealth Management sold out of Teradyne (TER) in Q2 2019, closing a stake of 855 shares — an estimated $34K sold.

PRW Wealth Management first reported a position in TER in Q4 2018 and held it in 2 quarters. The position peaked at $34K in Q1 2019. 421 funds tracked by Wall St. Rank hold TER as of Q2 2019.

PRW Wealth Management reported no remaining Teradyne position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 855 Teradyne shares in Q2 2019, an estimated $34K.
PRW Wealth Management first reported a position in Teradyne in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Teradyne position peaked at $34K in Q1 2019.
421 funds tracked by Wall St. Rank held Teradyne as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.