Belpointe Asset Management’s Teladoc Health TDOC Stock Holding History

Belpointe 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	-384	Closed	-$9.95K	–	3081
2023 Q1	$9.95K	Sell	384 -75	-16%	-$2.01K	﹤0.01%	2722
2022 Q4	$10.9K	Buy	+459	New	+$12.4K	﹤0.01%	2572
2022 Q1	–	Sell	-1,940	Closed	-$126K	–	1304
2021 Q4	$126K	Buy	1,940 +49	+3%	+$5.86K	0.01%	1098
2021 Q3	$167K	Sell	1,891 -1,403	-43%	-$204K	0.01%	935
2021 Q2	$548K	Buy	3,294 +340	+12%	+$55.1K	0.04%	470
2021 Q1	$536K	Sell	2,954 -11,058	-79%	-$2.56M	0.05%	409
2020 Q4	$2.8M	Buy	14,012 +9,875	+239%	+$2.01M	0.25%	83
2020 Q3	$907K	Sell	4,137 -761	-16%	-$161K	0.1%	224
2020 Q2	$934K	Sell	4,898 -73	-1%	-$12.8K	0.12%	183
2020 Q1	$771K	Buy	4,971 +3,542	+248%	+$412K	0.14%	176
2019 Q4	$120K	Buy	+1,429	New	+$109K	0.02%	714

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 $3.37T AUM 44.26% 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

Belpointe Asset Management's TDOC Position: Q2 2023 in Review

Belpointe Asset Management sold out of Teladoc Health (TDOC) in Q2 2023, closing a stake of 384 shares — an estimated $9.95K sold.

Belpointe Asset Management first reported a position in TDOC in Q4 2019 and held it in 11 quarters. The position peaked at $2.8M in Q4 2020. 431 funds tracked by Wall St. Rank hold TDOC as of Q2 2023.

Belpointe Asset Management reported no remaining Teladoc Health position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 384 Teladoc Health shares in Q2 2023, an estimated $9.95K.
Belpointe Asset Management first reported a position in Teladoc Health in Q4 2019 and held it in 11 quarters.
Belpointe Asset Management's Teladoc Health position peaked at $2.8M in Q4 2020.
431 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.