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Valley Wealth Managers’s Teradyne TER Stock Holding History

Valley Wealth Managers’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
2022
Q1 		– Sell
-2,458
Closed -$402K – 196
2021
Q4 		$402K Buy
2,458
+185
+8% +$26K 0.03% 139
2021
Q3 		$248K Buy
2,273
+474
+26% +$57.6K 0.02% 173
2021
Q2 		$241K Buy
+1,799
New +$230K 0.02% 176

Other funds holding TER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Valley Wealth Managers's TER Position: Q1 2022 in Review

Valley Wealth Managers sold out of Teradyne (TER) in Q1 2022, closing a stake of 2,458 shares — an estimated $402K sold.

Valley Wealth Managers first reported a position in TER in Q2 2021 and held it in 3 quarters. The position peaked at $402K in Q4 2021. 719 funds tracked by Wall St. Rank hold TER as of Q1 2022.

  • Valley Wealth Managers reported no remaining Teradyne position as of Q1 2022 after selling out during the quarter.
  • Valley Wealth Managers sold 2,458 Teradyne shares in Q1 2022, an estimated $402K.
  • Valley Wealth Managers first reported a position in Teradyne in Q2 2021 and held it in 3 quarters.
  • Valley Wealth Managers's Teradyne position peaked at $402K in Q4 2021.
  • 719 funds tracked by Wall St. Rank held Teradyne as of Q1 2022.

Based on Valley Wealth Managers's 13F filing for Q1 2022, filed 2 May 2022.