Capital Investment Advisory Services’s Teladoc Health TDOC Stock Holding History

Capital Investment Advisory Services’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	-9,474	Closed	-$224K	–	899
2022 Q4	$224K	Buy	+9,474	New	+$255K	0.03%	431
2022 Q1	–	Sell	-2,413	Closed	-$222K	–	887
2021 Q4	$222K	Sell	2,413 -1,473	-38%	-$176K	0.03%	448
2021 Q3	$493K	Sell	3,886 -208	-5%	-$30.3K	0.06%	270
2021 Q2	$681K	Sell	4,094 -26	-0.6%	-$4.21K	0.09%	225
2021 Q1	$749K	Buy	4,120 +161	+4%	+$37.3K	0.11%	186
2020 Q4	$792K	Buy	3,959 +2,884	+268%	+$586K	0.12%	177
2020 Q3	$236K	Buy	+1,075	New	+$228K	0.04%	318
2019 Q4	–	Sell	-450	Closed	-$30K	–	1175
2019 Q3	$30K	Buy	450 +400	+800%	+$26.3K	0.01%	691
2019 Q2	$4K	Hold	50	–	–	﹤0.01%	1189
2019 Q1	$3K	Buy	+50	New	+$3.05K	﹤0.01%	1072

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 $3.38T AUM 44.17% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Capital Investment Advisory Services's TDOC Position: Q1 2023 in Review

Capital Investment Advisory Services sold out of Teladoc Health (TDOC) in Q1 2023, closing a stake of 9,474 shares — an estimated $224K sold.

Capital Investment Advisory Services first reported a position in TDOC in Q1 2019 and held it in 10 quarters. The position peaked at $792K in Q4 2020. 429 funds tracked by Wall St. Rank hold TDOC as of Q1 2023.

Capital Investment Advisory Services reported no remaining Teladoc Health position as of Q1 2023 after selling out during the quarter.
Capital Investment Advisory Services sold 9,474 Teladoc Health shares in Q1 2023, an estimated $224K.
Capital Investment Advisory Services first reported a position in Teladoc Health in Q1 2019 and held it in 10 quarters.
Capital Investment Advisory Services's Teladoc Health position peaked at $792K in Q4 2020.
429 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2023.

Based on Capital Investment Advisory Services's 13F filing for Q1 2023, filed 21 Apr 2023.