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	–	1024
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	–	1036
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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return