Avantax Advisory Services’s Teladoc Health TDOC Stock Holding History

Avantax Advisory Services’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	-9,728	Closed	-$230K	–	1542
2022 Q4	$230K	Sell	9,728 -2,257	-19%	-$60.9K	﹤0.01%	1242
2022 Q3	$304K	Sell	11,985 -188	-2%	-$6.59K	﹤0.01%	1005
2022 Q2	$404K	Buy	12,173 +3,116	+34%	+$132K	0.01%	874
2022 Q1	$653K	Buy	9,057 +784	+9%	+$56.5K	0.01%	690
2021 Q4	$760K	Sell	8,273 -514	-6%	-$61.4K	0.01%	611
2021 Q3	$1.11M	Buy	8,787 +364	+4%	+$53K	0.02%	458
2021 Q2	$1.39M	Buy	8,423 +770	+10%	+$125K	0.03%	404
2021 Q1	$1.39M	Buy	7,653 +608	+9%	+$141K	0.03%	367
2020 Q4	$1.41M	Sell	7,045 -6,031	-46%	-$1.23M	0.03%	327
2020 Q3	$2.86M	Buy	13,076 +7,308	+127%	+$1.55M	0.05%	294
2020 Q2	$1.1M	Sell	5,768 -19,981	-78%	-$3.5M	0.03%	324
2020 Q1	$4M	Sell	25,749 -296	-1%	-$34.4K	0.12%	118
2019 Q4	$2.18M	Buy	26,045 +5,856	+29%	+$446K	0.05%	193
2019 Q3	$1.37M	Buy	+20,189	New	+$1.33M	0.06%	169

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

Avantax Advisory Services's TDOC Position: Q1 2023 in Review

Avantax Advisory Services sold out of Teladoc Health (TDOC) in Q1 2023, closing a stake of 9,728 shares — an estimated $230K sold.

Avantax Advisory Services first reported a position in TDOC in Q3 2019 and held it in 14 quarters. The position peaked at $4M in Q1 2020. 429 funds tracked by Wall St. Rank hold TDOC as of Q1 2023.

Avantax Advisory Services reported no remaining Teladoc Health position as of Q1 2023 after selling out during the quarter.
Avantax Advisory Services sold 9,728 Teladoc Health shares in Q1 2023, an estimated $230K.
Avantax Advisory Services first reported a position in Teladoc Health in Q3 2019 and held it in 14 quarters.
Avantax Advisory Services's Teladoc Health position peaked at $4M in Q1 2020.
429 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2023.

Based on Avantax Advisory Services's 13F filing for Q1 2023, filed 28 Apr 2023.