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Wealth Alliance’s Teradyne TER Stock Holding History

Wealth Alliance’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
2025
Q1 		– Sell
-2,122
Closed -$267K – 544
2024
Q4 		$267K Sell
2,122
-1,037
-33% -$123K 0.03% 416
2024
Q3 		$423K Buy
3,159
+115
+4% +$15.5K 0.05% 309
2024
Q2 		$451K Buy
3,044
+98
+3% +$12.4K 0.06% 266
2024
Q1 		$332K Sell
2,946
-5
-0.2% -$521 0.04% 371
2023
Q4 		$320K Sell
2,951
-4
-0.1% -$379 0.04% 366
2023
Q3 		$297K Sell
2,955
-11
-0.4% -$1.16K 0.05% 351
2023
Q2 		$330K Sell
2,966
-23
-0.8% -$2.31K 0.05% 346
2023
Q1 		$321K Sell
2,989
-64
-2% -$6.54K 0.05% 341
2022
Q4 		$267K Buy
+3,053
New +$262K 0.05% 379
2022
Q3 		– Sell
-2,346
Closed -$210K – 480
2022
Q2 		$210K Sell
2,346
-538
-19% -$56K 0.04% 412
2022
Q1 		$341K Buy
2,884
+376
+15% +$47.6K 0.07% 299
2021
Q4 		$410K Sell
2,508
-57
-2% -$8.02K 0.08% 270
2021
Q3 		$280K Buy
2,565
+110
+4% +$13.4K 0.06% 329
2021
Q2 		$329K Sell
2,455
-95
-4% -$12.2K 0.08% 296
2021
Q1 		$310K Sell
2,550
-959
-27% -$120K 0.09% 281
2020
Q4 		$421K Sell
3,509
-46
-1% -$4.7K 0.12% 199
2020
Q3 		$282K Buy
3,555
+24
+0.7% +$2.04K 0.1% 244
2020
Q2 		$298K Buy
+3,531
New +$237K 0.12% 218

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return