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Valeo Financial Advisors’s Teradyne TER Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-1,744
Closed -$212K – 1695
2021
Q1 		$212K Buy
1,744
+11
+0.6% +$1.38K 0.01% 426
2020
Q4 		$208K Buy
1,733
+1,726
+24,657% +$176K 0.01% 415
2020
Q3 		$1K Sell
7
-22
-76% -$1.87K ﹤0.01% 1530
2020
Q2 		$2K Buy
29
+7
+32% +$469 ﹤0.01% 1801
2020
Q1 		$1K Hold
22
– – ﹤0.01% 1718
2019
Q4 		$2K Hold
22
– – ﹤0.01% 1488
2019
Q3 		$1K Buy
+22
New +$1.17K ﹤0.01% 1493
2018
Q2 		– Sell
-150
Closed -$7K – 1749
2018
Q1 		$7K Buy
+150
New +$6.86K ﹤0.01% 1044

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return