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Concord Wealth Partners’s Teladoc Health TDOC Stock Holding History

Concord Wealth Partners’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
-31
Closed -$303 – 1022
2024
Q2 		$303 Hold
31
– – ﹤0.01% 783
2024
Q1 		$468 Hold
31
– – ﹤0.01% 814
2023
Q4 		$668 Sell
31
-80
-72% -$1.48K ﹤0.01% 773
2023
Q3 		$2.06K Sell
111
-144
-56% -$3.36K ﹤0.01% 865
2023
Q2 		$6.46K Buy
255
+111
+77% +$2.79K ﹤0.01% 666
2023
Q1 		$3.73K Sell
144
-1,792
-93% -$48K ﹤0.01% 720
2022
Q4 		$45.8K Buy
+1,936
New +$52.2K 0.01% 392
2022
Q3 		– Sell
-4,350
Closed -$144K – 1035
2022
Q2 		$144K Buy
4,350
+3,118
+253% +$132K 0.04% 208
2022
Q1 		$89K Sell
1,232
-224
-15% -$16.1K 0.02% 316
2021
Q4 		$134K Buy
1,456
+1,006
+224% +$120K 0.03% 259
2021
Q3 		$57K Sell
450
-449
-50% -$65.4K 0.02% 195
2021
Q2 		$149K Buy
899
+129
+17% +$20.9K 0.04% 173
2021
Q1 		$140K Buy
770
+756
+5,400% +$175K 0.05% 168
2020
Q4 		$3K Buy
+14
New +$2.85K ﹤0.01% 499

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

Concord Wealth Partners's TDOC Position: Q3 2024 in Review

Concord Wealth Partners sold out of Teladoc Health (TDOC) in Q3 2024, closing a stake of 31 shares — an estimated $303 sold.

Concord Wealth Partners first reported a position in TDOC in Q4 2020 and held it in 14 quarters. The position peaked at $149K in Q2 2021. 366 funds tracked by Wall St. Rank hold TDOC as of Q3 2024.

  • Concord Wealth Partners reported no remaining Teladoc Health position as of Q3 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 31 Teladoc Health shares in Q3 2024, an estimated $303.
  • Concord Wealth Partners first reported a position in Teladoc Health in Q4 2020 and held it in 14 quarters.
  • Concord Wealth Partners's Teladoc Health position peaked at $149K in Q2 2021.
  • 366 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.