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Advisors Asset Management’s Teladoc Health TDOC Stock Holding History

Advisors Asset 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
Q3 		– Sell
-271
Closed -$6.86K – 1453
2023
Q2 		$6.86K Sell
271
-553
-67% -$13.9K ﹤0.01% 1403
2023
Q1 		$21.3K Sell
824
-842
-51% -$22.5K ﹤0.01% 1379
2022
Q4 		$39.4K Sell
1,666
-511
-23% -$13.8K ﹤0.01% 1361
2022
Q3 		$55K Sell
2,177
-714
-25% -$25K ﹤0.01% 1341
2022
Q2 		$96K Sell
2,891
-652
-18% -$27.7K ﹤0.01% 1293
2022
Q1 		$256K Sell
3,543
-581
-14% -$41.9K ﹤0.01% 1173
2021
Q4 		$379K Buy
4,124
+860
+26% +$103K 0.01% 1082
2021
Q3 		$414K Buy
3,264
+138
+4% +$20.1K 0.01% 1069
2021
Q2 		$520K Buy
3,126
+1,171
+60% +$190K 0.01% 988
2021
Q1 		$355K Buy
1,955
+1,078
+123% +$250K 0.01% 1096
2020
Q4 		$175K Buy
877
+551
+169% +$112K ﹤0.01% 1260
2020
Q3 		$71.5K Buy
326
+23
+8% +$4.87K ﹤0.01% 1362
2020
Q2 		$57.8K Buy
+303
New +$53.1K ﹤0.01% 1379

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Advisors Asset Management's TDOC Position: Q3 2023 in Review

Advisors Asset Management sold out of Teladoc Health (TDOC) in Q3 2023, closing a stake of 271 shares — an estimated $6.86K sold.

Advisors Asset Management first reported a position in TDOC in Q2 2020 and held it in 13 quarters. The position peaked at $520K in Q2 2021. 436 funds tracked by Wall St. Rank hold TDOC as of Q3 2023.

  • Advisors Asset Management reported no remaining Teladoc Health position as of Q3 2023 after selling out during the quarter.
  • Advisors Asset Management sold 271 Teladoc Health shares in Q3 2023, an estimated $6.86K.
  • Advisors Asset Management first reported a position in Teladoc Health in Q2 2020 and held it in 13 quarters.
  • Advisors Asset Management's Teladoc Health position peaked at $520K in Q2 2021.
  • 436 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2023.

Based on Advisors Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.