Baker Avenue Asset Management’s Teladoc Health TDOC Stock Holding History

Baker Avenue Asset 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
2023 Q2	–	Sell	-39	Closed	-$1.01K	–	1757
2023 Q1	$1.01K	Buy	39 +11	+39%	+$294	﹤0.01%	1173
2022 Q4	$662	Buy	+28	New	+$755	﹤0.01%	1226
2019 Q3	–	Sell	-6,800	Closed	-$451K	–	253
2019 Q2	$451K	Hold	6,800	–	–	0.04%	178
2019 Q1	$378K	Hold	6,800	–	–	0.03%	200
2018 Q4	$337K	Buy	+6,800	New	+$416K	0.03%	212

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

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

Baker Avenue Asset Management's TDOC Position: Q2 2023 in Review

Baker Avenue Asset Management sold out of Teladoc Health (TDOC) in Q2 2023, closing a stake of 39 shares — an estimated $1.01K sold.

Baker Avenue Asset Management first reported a position in TDOC in Q4 2018 and held it in 5 quarters. The position peaked at $451K in Q2 2019. 431 funds tracked by Wall St. Rank hold TDOC as of Q2 2023.

Baker Avenue Asset Management reported no remaining Teladoc Health position as of Q2 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 39 Teladoc Health shares in Q2 2023, an estimated $1.01K.
Baker Avenue Asset Management first reported a position in Teladoc Health in Q4 2018 and held it in 5 quarters.
Baker Avenue Asset Management's Teladoc Health position peaked at $451K in Q2 2019.
431 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2023.

Based on Baker Avenue Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.