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Avondale Wealth Management’s Teladoc Health TDOC Stock Holding History

Avondale 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
Q2 		– Sell
-8,000
Closed -$121K – 129
2024
Q1 		$121K Buy
+8,000
New +$145K 0.08% 56
2022
Q4 		– Sell
-2,000
Closed -$51K – 126
2022
Q3 		$51K Buy
+2,000
New +$70.2K 0.06% 73
2021
Q4 		– Sell
-1,500
Closed -$190K – 116
2021
Q3 		$190K Buy
1,500
+500
+50% +$72.8K 0.19% 48
2021
Q2 		$166K Buy
+1,000
New +$162K 0.16% 47

Other funds holding TDOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
CC
Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Avondale Wealth Management's TDOC Position: Q2 2024 in Review

Avondale Wealth Management sold out of Teladoc Health (TDOC) in Q2 2024, closing a stake of 8,000 shares — an estimated $121K sold.

Avondale Wealth Management first reported a position in TDOC in Q2 2021 and held it in 4 quarters. The position peaked at $190K in Q3 2021. 407 funds tracked by Wall St. Rank hold TDOC as of Q2 2024.

  • Avondale Wealth Management reported no remaining Teladoc Health position as of Q2 2024 after selling out during the quarter.
  • Avondale Wealth Management sold 8,000 Teladoc Health shares in Q2 2024, an estimated $121K.
  • Avondale Wealth Management first reported a position in Teladoc Health in Q2 2021 and held it in 4 quarters.
  • Avondale Wealth Management's Teladoc Health position peaked at $190K in Q3 2021.
  • 407 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2024.

Based on Avondale Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.