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Transform Wealth’s Teradyne TER Stock Holding History

Transform Wealth’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
2018
Q4 		– Sell
-60,267
Closed -$2.23M – 201
2018
Q3 		$2.23M Buy
60,267
+3,539
+6% +$143K 0.39% 84
2018
Q2 		$2.16M Sell
56,728
-92,197
-62% -$3.59M 0.39% 82
2018
Q1 		$6.81M Buy
148,925
+57,725
+63% +$2.64M 1.29% 17
2017
Q4 		$3.82M Buy
+91,200
New +$3.76M 0.7% 45

Other funds holding TER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Transform Wealth's TER Position: Q4 2018 in Review

Transform Wealth sold out of Teradyne (TER) in Q4 2018, closing a stake of 60,267 shares — an estimated $2.23M sold.

Transform Wealth first reported a position in TER in Q4 2017 and held it in 4 quarters. The position peaked at $6.81M in Q1 2018. 386 funds tracked by Wall St. Rank hold TER as of Q4 2018.

  • Transform Wealth reported no remaining Teradyne position as of Q4 2018 after selling out during the quarter.
  • Transform Wealth sold 60,267 Teradyne shares in Q4 2018, an estimated $2.23M.
  • Transform Wealth first reported a position in Teradyne in Q4 2017 and held it in 4 quarters.
  • Transform Wealth's Teradyne position peaked at $6.81M in Q1 2018.
  • 386 funds tracked by Wall St. Rank held Teradyne as of Q4 2018.

Based on Transform Wealth's 13F filing for Q4 2018, filed 30 Jan 2019.