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Wealth Advisory Solutions’s Teradyne TER Stock Holding History

Wealth Advisory Solutions’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
Q3 		– Sell
-1,791
Closed -$240K – 189
2021
Q2 		$240K Buy
+1,791
New +$229K 0.06% 148
2021
Q1 		– Sell
-2,328
Closed -$279K – 198
2020
Q4 		$279K Buy
+2,328
New +$238K 0.08% 129

Other funds holding TER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $432B 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 $1.56T 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 $59.5B 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

Wealth Advisory Solutions's TER Position: Q3 2021 in Review

Wealth Advisory Solutions sold out of Teradyne (TER) in Q3 2021, closing a stake of 1,791 shares — an estimated $240K sold.

Wealth Advisory Solutions first reported a position in TER in Q4 2020 and held it in 2 quarters. The position peaked at $279K in Q4 2020. 677 funds tracked by Wall St. Rank hold TER as of Q3 2021.

  • Wealth Advisory Solutions reported no remaining Teradyne position as of Q3 2021 after selling out during the quarter.
  • Wealth Advisory Solutions sold 1,791 Teradyne shares in Q3 2021, an estimated $240K.
  • Wealth Advisory Solutions first reported a position in Teradyne in Q4 2020 and held it in 2 quarters.
  • Wealth Advisory Solutions's Teradyne position peaked at $279K in Q4 2020.
  • 677 funds tracked by Wall St. Rank held Teradyne as of Q3 2021.

Based on Wealth Advisory Solutions's 13F filing for Q3 2021, filed 3 Nov 2021.