Winch Advisory Services’s Teradyne TER Stock Holding History

Winch Advisory Services’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
2022 Q2	–	Sell	-50	Closed	-$6K	–	476
2022 Q1	$6K	Hold	50	–	–	﹤0.01%	306
2021 Q4	$8K	Hold	50	–	–	﹤0.01%	293
2021 Q3	$5K	Buy	+50	New	+$6.08K	﹤0.01%	333
2019 Q3	–	Sell	-65	Closed	-$3K	–	423
2019 Q2	$3K	Sell	65 -35	-35%	-$1.59K	﹤0.01%	327
2019 Q1	$4K	Hold	100	–	–	﹤0.01%	267
2018 Q4	$3K	Buy	+100	New	+$3.39K	﹤0.01%	275
2015 Q3	–	Sell	-78,224	Closed	-$1.51M	–	275
2015 Q2	$1.51M	Buy	+78,224	New	+$1.56M	0.82%	33

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Winch Advisory Services's TER Position: Q2 2022 in Review

Winch Advisory Services sold out of Teradyne (TER) in Q2 2022, closing a stake of 50 shares — an estimated $6K sold.

Winch Advisory Services first reported a position in TER in Q2 2015 and held it in 7 quarters. The position peaked at $1.51M in Q2 2015. 654 funds tracked by Wall St. Rank hold TER as of Q2 2022.

Winch Advisory Services reported no remaining Teradyne position as of Q2 2022 after selling out during the quarter.
Winch Advisory Services sold 50 Teradyne shares in Q2 2022, an estimated $6K.
Winch Advisory Services first reported a position in Teradyne in Q2 2015 and held it in 7 quarters.
Winch Advisory Services's Teradyne position peaked at $1.51M in Q2 2015.
654 funds tracked by Wall St. Rank held Teradyne as of Q2 2022.

Based on Winch Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.