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Thomas J. Herzfeld Advisors’s Teradyne TER Stock Holding History

Thomas J. Herzfeld Advisors’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
2023
Q4 		– Sell
-49
Closed -$4.92K – 328
2023
Q3 		$4.92K Hold
49
– – ﹤0.01% 248
2023
Q2 		$5.46K Hold
49
– – ﹤0.01% 237
2023
Q1 		$5.27K Hold
49
– – ﹤0.01% 222
2022
Q4 		$4.28K Buy
49
+5
+11% +$428 ﹤0.01% 251
2022
Q3 		$3K Hold
44
– – ﹤0.01% 267
2022
Q2 		$4K Hold
44
– – ﹤0.01% 241
2022
Q1 		$5K Hold
44
– – ﹤0.01% 244
2021
Q4 		$7K Buy
44
+6
+16% +$844 ﹤0.01% 245
2021
Q3 		$4K Hold
38
– – ﹤0.01% 290
2021
Q2 		$5K Hold
38
– – ﹤0.01% 273
2021
Q1 		$5K Buy
+38
New +$4.77K ﹤0.01% 260

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return