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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 – 1708
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

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State Street
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return