Baystate Wealth Management’s Teladoc Health TDOC Stock Holding History

Baystate 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
2023 Q4	$194	Hold	9	–	–	﹤0.01%	1268
2023 Q3	$167	Hold	9	–	–	﹤0.01%	989
2023 Q2	$228	Sell	9 -50	-85%	-$1.26K	﹤0.01%	1006
2023 Q1	$1.53K	Buy	59 +6	+11%	+$161	﹤0.01%	877
2022 Q4	$1K	Hold	53	–	–	﹤0.01%	912
2022 Q3	$1K	Hold	53	–	–	﹤0.01%	858
2022 Q2	$2K	Hold	53	–	–	﹤0.01%	788
2022 Q1	$4K	Hold	53	–	–	﹤0.01%	692
2021 Q4	$5K	Hold	53	–	–	﹤0.01%	657
2021 Q3	$7K	Hold	53	–	–	﹤0.01%	570
2021 Q2	$9K	Hold	53	–	–	﹤0.01%	519
2021 Q1	$10K	Buy	53 +38	+253%	+$8.81K	﹤0.01%	464
2020 Q4	$3K	Buy	+15	New	+$3.05K	﹤0.01%	545

Other funds holding TDOC

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baystate Wealth Management's TDOC Position: Q4 2023 in Review

Baystate Wealth Management held its Teladoc Health (TDOC) position steady in Q4 2023 at 9 shares worth $194. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Baystate Wealth Management first reported a position in TDOC in Q4 2020 and has held it in 13 quarters since. The position peaked at $10K in Q1 2021. 435 funds tracked by Wall St. Rank hold TDOC as of Q4 2023.

Baystate Wealth Management held 9 shares of Teladoc Health worth $194 as of Q4 2023.
Baystate Wealth Management left its Teladoc Health share count unchanged in Q4 2023.
Teladoc Health made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1268 holding.
Baystate Wealth Management first reported a position in Teladoc Health in Q4 2020 and has held it in 13 quarters since.
Baystate Wealth Management's Teladoc Health position peaked at $10K in Q1 2021.
435 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.