Ropes Wealth Advisors’s Teradyne TER Stock Holding History

Ropes 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
2023 Q3	–	Sell	-1,970	Closed	-$219K	–	277
2023 Q2	$219K	Hold	1,970	–	–	0.04%	264
2023 Q1	$212K	Buy	+1,970	New	+$201K	0.04%	253
2022 Q1	–	Sell	-1,600	Closed	-$262K	–	307
2021 Q4	$262K	Buy	+1,600	New	+$225K	0.05%	237

Other funds holding TER

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Ropes Wealth Advisors's TER Position: Q3 2023 in Review

Ropes Wealth Advisors sold out of Teradyne (TER) in Q3 2023, closing a stake of 1,970 shares — an estimated $219K sold.

Ropes Wealth Advisors first reported a position in TER in Q4 2021 and held it in 3 quarters. The position peaked at $262K in Q4 2021. 682 funds tracked by Wall St. Rank hold TER as of Q3 2023.

Ropes Wealth Advisors reported no remaining Teradyne position as of Q3 2023 after selling out during the quarter.
Ropes Wealth Advisors sold 1,970 Teradyne shares in Q3 2023, an estimated $219K.
Ropes Wealth Advisors first reported a position in Teradyne in Q4 2021 and held it in 3 quarters.
Ropes Wealth Advisors's Teradyne position peaked at $262K in Q4 2021.
682 funds tracked by Wall St. Rank held Teradyne as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.