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Accurate Wealth Management’s Teladoc Health TDOC Stock Holding History

Accurate 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
2023
Q1 		– Sell
-180
Closed -$4.3K – 1317
2022
Q4 		$4.3K Buy
+180
New +$4.85K ﹤0.01% 1054

Other funds holding TDOC

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Accurate Wealth Management's TDOC Position: Q1 2023 in Review

Accurate Wealth Management sold out of Teladoc Health (TDOC) in Q1 2023, closing a stake of 180 shares — an estimated $4.3K sold.

Accurate Wealth Management first reported a position in TDOC in Q4 2022 and held it in 1 quarter. The position peaked at $4.3K in Q4 2022. 429 funds tracked by Wall St. Rank hold TDOC as of Q1 2023.

  • Accurate Wealth Management reported no remaining Teladoc Health position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 180 Teladoc Health shares in Q1 2023, an estimated $4.3K.
  • Accurate Wealth Management first reported a position in Teladoc Health in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Teladoc Health position peaked at $4.3K in Q4 2022.
  • 429 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.