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SFA
Sequoia Financial Advisors’s
Teradyne
TER
Stock Holding History
Sequoia Financial Advisors’s Portfolio
TER Stock Details
TER Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$2.67M
Buy
9,001
+1,651
+22%
+$460K
0.01%
502
2025
Q4
$1.42M
Buy
7,350
+2,139
+41%
+$367K
0.01%
717
2025
Q3
$717K
Buy
5,211
+626
+14%
+$68.4K
﹤0.01%
959
2025
Q2
$412K
Buy
4,585
+1,939
+73%
+$155K
﹤0.01%
1101
2025
Q1
$219K
Sell
2,646
-441
-14%
-$49.3K
﹤0.01%
1218
2024
Q4
$389K
Sell
3,087
-195
-6%
-$23.1K
﹤0.01%
904
2024
Q3
$440K
Buy
3,282
+254
+8%
+$34.2K
﹤0.01%
806
2024
Q2
$449K
Buy
3,028
+200
+7%
+$25.4K
0.01%
732
2024
Q1
$319K
Sell
2,828
-3,074
-52%
-$320K
﹤0.01%
831
2023
Q4
$641K
Buy
5,902
+3,760
+176%
+$357K
0.01%
666
2023
Q3
$215K
Sell
2,142
-55
-3%
-$5.8K
﹤0.01%
826
2023
Q2
$245K
Buy
2,197
+222
+11%
+$22.3K
﹤0.01%
775
2023
Q1
$212K
Buy
+1,975
New
+$202K
﹤0.01%
747
Other funds holding TER
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Alkeon Capital Management
New York
$59.5B AUM
51.63%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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