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WAM
Wealthspire Advisors (Maryland)’s
Teradyne
TER
Stock Holding History
Wealthspire Advisors (Maryland)’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
2019
Q2
–
Sell
-293
Closed
-$12K
–
1899
2019
Q1
$12K
Buy
293
+40
+16%
+$1.5K
﹤0.01%
1469
2018
Q4
$8K
Sell
253
-296
-54%
-$10K
﹤0.01%
1569
2018
Q3
$20K
Sell
549
-112
-17%
-$4.51K
﹤0.01%
1312
2018
Q2
$25K
Sell
661
-764
-54%
-$29.8K
﹤0.01%
1229
2018
Q1
$65K
Sell
1,425
-147
-9%
-$6.72K
0.01%
888
2017
Q4
$66K
Sell
1,572
-2,623
-63%
-$108K
0.01%
892
2017
Q3
$156K
Buy
4,195
+4,044
+2,678%
+$140K
0.02%
559
2017
Q2
$5K
Hold
151
–
–
﹤0.01%
1784
2017
Q1
$5K
Buy
151
+44
+41%
+$1.26K
﹤0.01%
1531
2016
Q4
$3K
Hold
107
–
–
﹤0.01%
1491
2016
Q3
$2K
Hold
107
–
–
﹤0.01%
1568
2016
Q2
$2K
Hold
107
–
–
﹤0.01%
1533
2016
Q1
$2K
Hold
107
–
–
﹤0.01%
1555
2015
Q4
$2K
Buy
+107
New
+$2.13K
﹤0.01%
1540
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VVP
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$3.77B AUM
9.63%
1-Year Est. Return
Renaissance Technologies
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$63.9B AUM
45.56%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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