Atria Wealth Solutions’s Teladoc Health TDOC Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-8,175	Closed	-$212K	–	1987
2023 Q1	$212K	Sell	8,175 -341	-4%	-$9.13K	﹤0.01%	1640
2022 Q4	$201K	Sell	8,516 -3,013	-26%	-$81.2K	﹤0.01%	1611
2022 Q3	$292K	Sell	11,529 -193	-2%	-$6.77K	0.01%	1314
2022 Q2	$389K	Sell	11,722 -10,076	-46%	-$428K	0.01%	1082
2022 Q1	$1.57M	Buy	+21,798	New	+$1.57M	0.03%	556

Other funds holding TDOC

AIM

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

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

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Atria Wealth Solutions's TDOC Position: Q2 2023 in Review

Atria Wealth Solutions sold out of Teladoc Health (TDOC) in Q2 2023, closing a stake of 8,175 shares — an estimated $212K sold.

Atria Wealth Solutions first reported a position in TDOC in Q1 2022 and held it in 5 quarters. The position peaked at $1.57M in Q1 2022. 431 funds tracked by Wall St. Rank hold TDOC as of Q2 2023.

Atria Wealth Solutions reported no remaining Teladoc Health position as of Q2 2023 after selling out during the quarter.
Atria Wealth Solutions sold 8,175 Teladoc Health shares in Q2 2023, an estimated $212K.
Atria Wealth Solutions first reported a position in Teladoc Health in Q1 2022 and held it in 5 quarters.
Atria Wealth Solutions's Teladoc Health position peaked at $1.57M in Q1 2022.
431 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.