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Axxcess Wealth Management’s Teladoc Health TDOC Stock Holding History

Axxcess 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
-12,918
Closed -$195K – 942
2024
Q1 		$195K Sell
12,918
-1,861
-13% -$33.8K 0.01% 826
2023
Q4 		$318K Sell
14,779
-106
-0.7% -$1.96K 0.01% 629
2023
Q3 		$277K Buy
14,885
+414
+3% +$9.66K 0.01% 623
2023
Q2 		$366K Buy
14,471
+644
+5% +$16.2K 0.03% 410
2023
Q1 		$358K Buy
13,827
+574
+4% +$15.4K 0.03% 443
2022
Q4 		$313K Sell
13,253
-7,882
-37% -$213K 0.03% 434
2022
Q3 		$536K Sell
21,135
-815
-4% -$28.6K 0.05% 307
2022
Q2 		$729K Buy
21,950
+1,788
+9% +$75.9K 0.07% 235
2022
Q1 		$1.45M Sell
20,162
-839
-4% -$60.4K 0.11% 149
2021
Q4 		$1.93M Buy
+21,001
New +$2.51M 0.14% 126

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

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

Axxcess Wealth Management sold out of Teladoc Health (TDOC) in Q2 2024, closing a stake of 12,918 shares — an estimated $195K sold.

Axxcess Wealth Management first reported a position in TDOC in Q4 2021 and held it in 10 quarters. The position peaked at $1.93M in Q4 2021. 407 funds tracked by Wall St. Rank hold TDOC as of Q2 2024.

  • Axxcess Wealth Management reported no remaining Teladoc Health position as of Q2 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 12,918 Teladoc Health shares in Q2 2024, an estimated $195K.
  • Axxcess Wealth Management first reported a position in Teladoc Health in Q4 2021 and held it in 10 quarters.
  • Axxcess Wealth Management's Teladoc Health position peaked at $1.93M in Q4 2021.
  • 407 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.