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Selective Wealth Management’s Teradyne TER Stock Holding History

Selective 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
Q4 		– Sell
-500
Closed -$38K – 665
2022
Q3 		$38K Hold
500
– – 0.02% 333
2022
Q2 		$45K Hold
500
– – 0.02% 340
2022
Q1 		$59K Hold
500
– – 0.02% 277
2021
Q4 		$82K Hold
500
– – 0.03% 217
2021
Q3 		$55K Hold
500
– – 0.03% 241
2021
Q2 		$67K Buy
+500
New +$64K 0.05% 159
2020
Q3 		– Sell
-46
Closed -$4K – 406
2020
Q2 		$4K Hold
46
– – ﹤0.01% 327
2020
Q1 		$2K Hold
46
– – ﹤0.01% 299
2019
Q4 		$3K Hold
46
– – ﹤0.01% 271
2019
Q3 		$3K Buy
+46
New +$2.44K ﹤0.01% 274

Other funds holding TER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return