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	–	664
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Selective Wealth Management's TER Position: Q4 2022 in Review

Selective Wealth Management sold out of Teradyne (TER) in Q4 2022, closing a stake of 500 shares — an estimated $38K sold.

Selective Wealth Management first reported a position in TER in Q3 2019 and held it in 10 quarters. The position peaked at $82K in Q4 2021. 642 funds tracked by Wall St. Rank hold TER as of Q4 2022.

Selective Wealth Management reported no remaining Teradyne position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 500 Teradyne shares in Q4 2022, an estimated $38K.
Selective Wealth Management first reported a position in Teradyne in Q3 2019 and held it in 10 quarters.
Selective Wealth Management's Teradyne position peaked at $82K in Q4 2021.
642 funds tracked by Wall St. Rank held Teradyne as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.