Canvas Wealth Advisors’s Teladoc Health TDOC Stock Holding History

Canvas Wealth 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
2024 Q1	–	Sell	-11,407	Closed	-$238K	–	155
2023 Q4	$238K	Sell	11,407 -6,165	-35%	-$114K	0.09%	115
2023 Q3	$324K	Sell	17,572 -2,040	-10%	-$47.6K	0.13%	87
2023 Q2	$458K	Buy	19,612 +6,283	+47%	+$158K	0.17%	72
2023 Q1	$365K	Sell	13,329 -815	-6%	-$21.8K	0.15%	90
2022 Q4	$373K	Sell	14,144 -3,085	-18%	-$83.2K	0.16%	97
2022 Q3	$461K	Sell	17,229 -7,116	-29%	-$250K	0.2%	76
2022 Q2	$808K	Sell	24,345 -17,189	-41%	-$730K	0.33%	59
2022 Q1	$1.59M	Buy	41,534 +18,705	+82%	+$1.35M	0.58%	46
2021 Q4	$2.1M	Sell	22,829 -23,502	-51%	-$2.81M	0.75%	35
2021 Q3	$5.88M	Buy	46,331 +9,010	+24%	+$1.31M	2.4%	9
2021 Q2	$6.21M	Buy	37,321 +11,287	+43%	+$1.83M	2.78%	8
2021 Q1	$4.74M	Buy	+26,034	New	+$6.04M	2.76%	6

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 $3.37T AUM 44.26% 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

Canvas Wealth Advisors's TDOC Position: Q1 2024 in Review

Canvas Wealth Advisors sold out of Teladoc Health (TDOC) in Q1 2024, closing a stake of 11,407 shares — an estimated $238K sold.

Canvas Wealth Advisors first reported a position in TDOC in Q1 2021 and held it in 12 quarters. The position peaked at $6.21M in Q2 2021. 426 funds tracked by Wall St. Rank hold TDOC as of Q1 2024.

Canvas Wealth Advisors reported no remaining Teladoc Health position as of Q1 2024 after selling out during the quarter.
Canvas Wealth Advisors sold 11,407 Teladoc Health shares in Q1 2024, an estimated $238K.
Canvas Wealth Advisors first reported a position in Teladoc Health in Q1 2021 and held it in 12 quarters.
Canvas Wealth Advisors's Teladoc Health position peaked at $6.21M in Q2 2021.
426 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2024.

Based on Canvas Wealth Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.