Bartlett & Co Wealth Management’s Teladoc Health TDOC Stock Holding History

Bartlett & Co 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 Q1	–	Sell	-150	Closed	-$3.31K	–	1208
2023 Q4	$3.31K	Buy	+150	New	+$2.77K	﹤0.01%	1118
2021 Q3	–	Sell	-3	Closed	-$499	–	1067
2021 Q2	$499	Hold	3	–	–	﹤0.01%	1024
2021 Q1	$545	Hold	3	–	–	﹤0.01%	1045
2020 Q4	$600	Buy	+3	New	+$610	﹤0.01%	1123

Other funds holding TDOC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Bartlett & Co Wealth Management's TDOC Position: Q1 2024 in Review

Bartlett & Co Wealth Management sold out of Teladoc Health (TDOC) in Q1 2024, closing a stake of 150 shares — an estimated $3.31K sold.

Bartlett & Co Wealth Management first reported a position in TDOC in Q4 2020 and held it in 4 quarters. The position peaked at $3.31K in Q4 2023. 426 funds tracked by Wall St. Rank hold TDOC as of Q1 2024.

Bartlett & Co Wealth Management reported no remaining Teladoc Health position as of Q1 2024 after selling out during the quarter.
Bartlett & Co Wealth Management sold 150 Teladoc Health shares in Q1 2024, an estimated $3.31K.
Bartlett & Co Wealth Management first reported a position in Teladoc Health in Q4 2020 and held it in 4 quarters.
Bartlett & Co Wealth Management's Teladoc Health position peaked at $3.31K in Q4 2023.
426 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.