TrinityPoint Wealth’s Teradyne TER Stock Holding History

TrinityPoint 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
2024 Q4	$266K	Buy	2,116 +508	+32%	+$60.1K	0.04%	283
2024 Q3	$215K	Sell	1,608 -95	-6%	-$12.8K	0.03%	306
2024 Q2	$253K	Buy	+1,703	New	+$216K	0.04%	273
2022 Q2	–	Sell	-3,935	Closed	-$465K	–	315
2022 Q1	$465K	Buy	3,935 +353	+10%	+$44.7K	0.08%	194
2021 Q4	$586K	Sell	3,582 -5	-0.1%	-$703	0.1%	163
2021 Q3	$392K	Buy	+3,587	New	+$436K	0.08%	208

Other funds holding TER

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

TrinityPoint Wealth's TER Position: Q4 2024 in Review

TrinityPoint Wealth increased its Teradyne (TER) stake by 32% in Q4 2024, buying an estimated $60.1K and bringing the position to 2,116 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #283.

TrinityPoint Wealth first reported a position in TER in Q3 2021 and has held it in 6 quarters since. The position peaked at $586K in Q4 2021. 773 funds tracked by Wall St. Rank hold TER as of Q4 2024.

TrinityPoint Wealth held 2,116 shares of Teradyne worth $266K as of Q4 2024.
TrinityPoint Wealth bought 508 Teradyne shares in Q4 2024, an estimated $60.1K.
Teradyne made up 0.04% of TrinityPoint Wealth's portfolio in Q4 2024, its #283 holding.
TrinityPoint Wealth first reported a position in Teradyne in Q3 2021 and has held it in 6 quarters since.
TrinityPoint Wealth's Teradyne position peaked at $586K in Q4 2021.
773 funds tracked by Wall St. Rank held Teradyne as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.