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BBJS Financial Advisors’s Teladoc Health TDOC Stock Holding History

BBJS Financial Advisors’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
Q1 		– Sell
-25
Closed -$591 – 138
2022
Q4 		$591 Buy
+25
New +$674 ﹤0.01% 129

Other funds holding TDOC

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BBJS Financial Advisors's TDOC Position: Q1 2023 in Review

BBJS Financial Advisors sold out of Teladoc Health (TDOC) in Q1 2023, closing a stake of 25 shares — an estimated $591 sold.

BBJS Financial Advisors first reported a position in TDOC in Q4 2022 and held it in 1 quarter. The position peaked at $591 in Q4 2022. 429 funds tracked by Wall St. Rank hold TDOC as of Q1 2023.

  • BBJS Financial Advisors reported no remaining Teladoc Health position as of Q1 2023 after selling out during the quarter.
  • BBJS Financial Advisors sold 25 Teladoc Health shares in Q1 2023, an estimated $591.
  • BBJS Financial Advisors first reported a position in Teladoc Health in Q4 2022 and held it in 1 quarter.
  • BBJS Financial Advisors's Teladoc Health position peaked at $591 in Q4 2022.
  • 429 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2023.

Based on BBJS Financial Advisors's 13F filing for Q1 2023, filed 16 May 2023.