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Able Wealth Management’s Teladoc Health TDOC Stock Holding History

Able Wealth Management’s Portfolio TDOC Stock Details TDOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-100
Closed -$2.15K – 519
2023
Q4 		$2.15K Buy
+100
New +$1.84K ﹤0.01% 448

Other funds holding TDOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Able Wealth Management's TDOC Position: Q1 2024 in Review

Able Wealth Management sold out of Teladoc Health (TDOC) in Q1 2024, closing a stake of 100 shares — an estimated $2.15K sold.

Able Wealth Management first reported a position in TDOC in Q4 2023 and held it in 1 quarter. The position peaked at $2.15K in Q4 2023. 426 funds tracked by Wall St. Rank hold TDOC as of Q1 2024.

  • Able Wealth Management reported no remaining Teladoc Health position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 100 Teladoc Health shares in Q1 2024, an estimated $2.15K.
  • Able Wealth Management first reported a position in Teladoc Health in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Teladoc Health position peaked at $2.15K in Q4 2023.
  • 426 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.