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Brown Shipley & Co’s Teladoc Health TDOC Stock Holding History

Brown Shipley & Co’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
Q3 		– Sell
-300
Closed -$7.6K – 118
2023
Q2 		$7.6K Hold
300
– – ﹤0.01% 115
2023
Q1 		$7.77K Buy
+300
New +$8.03K 0.01% 110

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
Renaissance Technologies
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Brown Shipley & Co's TDOC Position: Q3 2023 in Review

Brown Shipley & Co sold out of Teladoc Health (TDOC) in Q3 2023, closing a stake of 300 shares — an estimated $7.6K sold.

Brown Shipley & Co first reported a position in TDOC in Q1 2023 and held it in 2 quarters. The position peaked at $7.77K in Q1 2023. 436 funds tracked by Wall St. Rank hold TDOC as of Q3 2023.

  • Brown Shipley & Co reported no remaining Teladoc Health position as of Q3 2023 after selling out during the quarter.
  • Brown Shipley & Co sold 300 Teladoc Health shares in Q3 2023, an estimated $7.6K.
  • Brown Shipley & Co first reported a position in Teladoc Health in Q1 2023 and held it in 2 quarters.
  • Brown Shipley & Co's Teladoc Health position peaked at $7.77K in Q1 2023.
  • 436 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2023.

Based on Brown Shipley & Co's 13F filing for Q3 2023, filed 21 Nov 2023.