SeaCrest Wealth Management’s Teradyne TER Stock Holding History

SeaCrest 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
2022 Q3	–	Sell	-1,450	Closed	-$130K	–	1429
2022 Q2	$130K	Sell	1,450 -486	-25%	-$50.6K	0.02%	759
2022 Q1	$229K	Buy	+1,936	New	+$245K	0.03%	610
2019 Q2	–	Sell	-550	Closed	-$22K	–	1705
2019 Q1	$22K	Buy	550 +200	+57%	+$7.47K	﹤0.01%	1249
2018 Q4	$11K	Hold	350	–	–	﹤0.01%	1472
2018 Q3	$13K	Hold	350	–	–	﹤0.01%	1554
2018 Q2	$13K	Hold	350	–	–	﹤0.01%	1525
2018 Q1	$16K	Hold	350	–	–	﹤0.01%	1420
2017 Q4	$15K	Buy	+350	New	+$14.4K	﹤0.01%	1450

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

SeaCrest Wealth Management's TER Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Teradyne (TER) in Q3 2022, closing a stake of 1,450 shares — an estimated $130K sold.

SeaCrest Wealth Management first reported a position in TER in Q4 2017 and held it in 8 quarters. The position peaked at $229K in Q1 2022. 635 funds tracked by Wall St. Rank hold TER as of Q3 2022.

SeaCrest Wealth Management reported no remaining Teradyne position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 1,450 Teradyne shares in Q3 2022, an estimated $130K.
SeaCrest Wealth Management first reported a position in Teradyne in Q4 2017 and held it in 8 quarters.
SeaCrest Wealth Management's Teradyne position peaked at $229K in Q1 2022.
635 funds tracked by Wall St. Rank held Teradyne as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.