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Castle Wealth Management’s Teladoc Health TDOC Stock Holding History

Castle Wealth 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
2022
Q4 		– Sell
-59
Closed -$1K – 578
2022
Q3 		$1K Hold
59
– – ﹤0.01% 643
2022
Q2 		$2K Buy
+59
New +$2.51K ﹤0.01% 591

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 $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Castle Wealth Management's TDOC Position: Q4 2022 in Review

Castle Wealth Management sold out of Teladoc Health (TDOC) in Q4 2022, closing a stake of 59 shares — an estimated $1K sold.

Castle Wealth Management first reported a position in TDOC in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 444 funds tracked by Wall St. Rank hold TDOC as of Q4 2022.

  • Castle Wealth Management reported no remaining Teladoc Health position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 59 Teladoc Health shares in Q4 2022, an estimated $1K.
  • Castle Wealth Management first reported a position in Teladoc Health in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Teladoc Health position peaked at $2K in Q2 2022.
  • 444 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.