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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 $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 $5.7T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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