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Center for Financial Planning’s Teladoc Health TDOC Stock Holding History

Center for Financial Planning’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
Q3 		– Sell
-50
Closed -$489 – 602
2024
Q2 		$489 Hold
50
– – ﹤0.01% 552
2024
Q1 		$755 Hold
50
– – ﹤0.01% 565
2023
Q4 		$1.08K Hold
50
– – ﹤0.01% 479
2023
Q3 		$930 Hold
50
– – ﹤0.01% 482
2023
Q2 		$1.27K Hold
50
– – ﹤0.01% 513
2023
Q1 		$1.29K Hold
50
– – ﹤0.01% 474
2022
Q4 		$1.18K Hold
50
– – ﹤0.01% 481
2022
Q3 		$1K Hold
50
– – ﹤0.01% 619
2022
Q2 		$2K Hold
50
– – ﹤0.01% 482
2022
Q1 		$4K Hold
50
– – ﹤0.01% 447
2021
Q4 		$5K Hold
50
– – ﹤0.01% 435
2021
Q3 		$6K Sell
50
-38
-43% -$5.53K ﹤0.01% 404
2021
Q2 		$15K Buy
88
+38
+76% +$6.16K ﹤0.01% 329
2021
Q1 		$9K Hold
50
– – ﹤0.01% 401
2020
Q4 		$10K Buy
+50
New +$10.2K ﹤0.01% 345

Other funds holding TDOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Center for Financial Planning's TDOC Position: Q3 2024 in Review

Center for Financial Planning sold out of Teladoc Health (TDOC) in Q3 2024, closing a stake of 50 shares — an estimated $489 sold.

Center for Financial Planning first reported a position in TDOC in Q4 2020 and held it in 15 quarters. The position peaked at $15K in Q2 2021. 366 funds tracked by Wall St. Rank hold TDOC as of Q3 2024.

  • Center for Financial Planning reported no remaining Teladoc Health position as of Q3 2024 after selling out during the quarter.
  • Center for Financial Planning sold 50 Teladoc Health shares in Q3 2024, an estimated $489.
  • Center for Financial Planning first reported a position in Teladoc Health in Q4 2020 and held it in 15 quarters.
  • Center for Financial Planning's Teladoc Health position peaked at $15K in Q2 2021.
  • 366 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2024.

Based on Center for Financial Planning's 13F filing for Q3 2024, filed 16 Oct 2024.