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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 – 1860
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

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TER Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Teradyne (TER) in Q2 2019, closing a stake of 293 shares — an estimated $12K sold.

Wealthspire Advisors (Maryland) first reported a position in TER in Q4 2015 and held it in 14 quarters. The position peaked at $156K in Q3 2017. 421 funds tracked by Wall St. Rank hold TER as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Teradyne position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 293 Teradyne shares in Q2 2019, an estimated $12K.
  • Wealthspire Advisors (Maryland) first reported a position in Teradyne in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Teradyne position peaked at $156K in Q3 2017.
  • 421 funds tracked by Wall St. Rank held Teradyne as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.