CA
TDOC icon

Cetera Advisors’s Teladoc Health TDOC Stock Holding History

Cetera 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
2023
Q4 		– Sell
-19,759
Closed -$367K – 1865
2023
Q3 		$367K Sell
19,759
-422
-2% -$9.85K 0.01% 1219
2023
Q2 		$511K Sell
20,181
-252
-1% -$6.34K 0.01% 1044
2023
Q1 		$529K Buy
+20,433
New +$547K 0.01% 989
2022
Q1 		– Sell
-4,493
Closed -$413K – 1526
2021
Q4 		$413K Buy
4,493
+1,515
+51% +$181K 0.01% 968
2021
Q3 		$378K Buy
2,978
+436
+17% +$63.5K 0.01% 995
2021
Q2 		$423K Sell
2,542
-841
-25% -$136K 0.01% 901
2021
Q1 		$615K Buy
3,383
+2,100
+164% +$487K 0.02% 658
2020
Q4 		$257K Buy
1,283
+31
+2% +$6.3K 0.01% 883
2020
Q3 		$274K Sell
1,252
-383
-23% -$81.1K 0.01% 765
2020
Q2 		$312K Sell
1,635
-6,859
-81% -$1.2M 0.01% 690
2020
Q1 		$1.32M Buy
+8,494
New +$988K 0.07% 275

Other funds holding TDOC

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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 $7.75B AUM 33.73% 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 $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cetera Advisors's TDOC Position: Q4 2023 in Review

Cetera Advisors sold out of Teladoc Health (TDOC) in Q4 2023, closing a stake of 19,759 shares — an estimated $367K sold.

Cetera Advisors first reported a position in TDOC in Q1 2020 and held it in 11 quarters. The position peaked at $1.32M in Q1 2020. 435 funds tracked by Wall St. Rank hold TDOC as of Q4 2023.

  • Cetera Advisors reported no remaining Teladoc Health position as of Q4 2023 after selling out during the quarter.
  • Cetera Advisors sold 19,759 Teladoc Health shares in Q4 2023, an estimated $367K.
  • Cetera Advisors first reported a position in Teladoc Health in Q1 2020 and held it in 11 quarters.
  • Cetera Advisors's Teladoc Health position peaked at $1.32M in Q1 2020.
  • 435 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2023.

Based on Cetera Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.