AllSquare Wealth Management’s Teladoc Health TDOC Stock Holding History

AllSquare 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	-237	Closed	-$5.11K	–	548
2023 Q4	$5.11K	Hold	237	–	–	﹤0.01%	423
2023 Q3	$4.41K	Hold	237	–	–	﹤0.01%	432
2023 Q2	$5.31K	Hold	237	–	–	﹤0.01%	426
2023 Q1	$6.14K	Hold	237	–	–	﹤0.01%	417
2022 Q4	$5.61K	Hold	237	–	–	﹤0.01%	411
2022 Q3	$6K	Hold	237	–	–	﹤0.01%	404
2022 Q2	$8K	Hold	237	–	–	0.01%	391
2022 Q1	$17K	Hold	237	–	–	0.01%	333
2021 Q4	$22K	Sell	237 -50	-17%	-$5.98K	0.01%	314
2021 Q3	$36K	Sell	287 -363	-56%	-$52.8K	0.02%	258
2021 Q2	$108K	Buy	650 +251	+63%	+$40.7K	0.06%	148
2021 Q1	$73K	Buy	399 +61	+18%	+$14.1K	0.05%	182
2020 Q4	$68K	Buy	+338	New	+$68.7K	0.05%	174

Other funds holding TDOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

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

AllSquare Wealth Management sold out of Teladoc Health (TDOC) in Q1 2024, closing a stake of 237 shares — an estimated $5.11K sold.

AllSquare Wealth Management first reported a position in TDOC in Q4 2020 and held it in 13 quarters. The position peaked at $108K in Q2 2021. 426 funds tracked by Wall St. Rank hold TDOC as of Q1 2024.

AllSquare Wealth Management reported no remaining Teladoc Health position as of Q1 2024 after selling out during the quarter.
AllSquare Wealth Management sold 237 Teladoc Health shares in Q1 2024, an estimated $5.11K.
AllSquare Wealth Management first reported a position in Teladoc Health in Q4 2020 and held it in 13 quarters.
AllSquare Wealth Management's Teladoc Health position peaked at $108K in Q2 2021.
426 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2024.

Based on AllSquare Wealth Management's 13F filing for Q1 2024, filed 7 May 2024.