Clearview Wealth Advisors’s Teladoc Health TDOC Stock Holding History

Clearview Wealth 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 Q3	–	Sell	-54	Closed	-$1.37K	–	575
2023 Q2	$1.37K	Hold	54	–	–	﹤0.01%	566
2023 Q1	$1.4K	Buy	54 +6	+13%	+$161	﹤0.01%	545
2022 Q4	$1.14K	Sell	48 -32	-40%	-$863	﹤0.01%	520
2022 Q3	$2K	Sell	80 -127	-61%	-$4.46K	﹤0.01%	502
2022 Q2	$7K	Buy	207 +24	+13%	+$1.02K	0.01%	405
2022 Q1	$13K	Buy	183 +15	+9%	+$1.08K	0.01%	350
2021 Q4	$15K	Buy	168 +1	+0.6%	+$120	0.01%	366
2021 Q3	$21K	Buy	167 +33	+25%	+$4.8K	0.01%	330
2021 Q2	$22K	Buy	134 +34	+34%	+$5.51K	0.01%	331
2021 Q1	$18K	Buy	100 +26	+35%	+$6.03K	0.01%	345
2020 Q4	$15K	Buy	+74	New	+$15K	0.01%	331

Other funds holding TDOC

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Clearview Wealth Advisors's TDOC Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Teladoc Health (TDOC) in Q3 2023, closing a stake of 54 shares — an estimated $1.37K sold.

Clearview Wealth Advisors first reported a position in TDOC in Q4 2020 and held it in 11 quarters. The position peaked at $22K in Q2 2021. 436 funds tracked by Wall St. Rank hold TDOC as of Q3 2023.

Clearview Wealth Advisors reported no remaining Teladoc Health position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 54 Teladoc Health shares in Q3 2023, an estimated $1.37K.
Clearview Wealth Advisors first reported a position in Teladoc Health in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Teladoc Health position peaked at $22K in Q2 2021.
436 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.