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Cary Street Partners Investment Advisory’s Teladoc Health TDOC Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-230
Closed -$4.28K – 1682
2023
Q3 		$4.28K Hold
230
– – ﹤0.01% 1534
2023
Q2 		$5.82K Hold
230
– – ﹤0.01% 1369
2023
Q1 		$5.96K Buy
230
+15
+7% +$401 ﹤0.01% 1283
2022
Q4 		$5.08K Buy
+215
New +$5.8K ﹤0.01% 1326

Other funds holding TDOC

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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 $7.07B AUM 50.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cary Street Partners Investment Advisory's TDOC Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Teladoc Health (TDOC) in Q4 2023, closing a stake of 230 shares — an estimated $4.28K sold.

Cary Street Partners Investment Advisory first reported a position in TDOC in Q4 2022 and held it in 4 quarters. The position peaked at $5.96K in Q1 2023. 436 funds tracked by Wall St. Rank hold TDOC as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Teladoc Health position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 230 Teladoc Health shares in Q4 2023, an estimated $4.28K.
  • Cary Street Partners Investment Advisory first reported a position in Teladoc Health in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Teladoc Health position peaked at $5.96K in Q1 2023.
  • 436 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.