WealthPLAN Partners’s Teradyne TER Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-36	Closed	-$4.01K	–	1079
2023 Q2	$4.01K	Buy	36 +30	+500%	+$3.01K	﹤0.01%	953
2023 Q1	$645	Buy	+6	New	+$614	﹤0.01%	1233

Other funds holding TER

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

WealthPLAN Partners's TER Position: Q3 2023 in Review

WealthPLAN Partners sold out of Teradyne (TER) in Q3 2023, closing a stake of 36 shares — an estimated $4.01K sold.

WealthPLAN Partners first reported a position in TER in Q1 2023 and held it in 2 quarters. The position peaked at $4.01K in Q2 2023. 683 funds tracked by Wall St. Rank hold TER as of Q3 2023.

WealthPLAN Partners reported no remaining Teradyne position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 36 Teradyne shares in Q3 2023, an estimated $4.01K.
WealthPLAN Partners first reported a position in Teradyne in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Teradyne position peaked at $4.01K in Q2 2023.
683 funds tracked by Wall St. Rank held Teradyne as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.