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Concourse Financial Group Securities’s Teladoc Health TDOC Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-679
Closed -$6.71K – 1840
2024
Q4 		$6.71K Hold
679
– – ﹤0.01% 1811
2024
Q3 		$6.23K Sell
679
-100
-13% -$828 ﹤0.01% 1807
2024
Q2 		$7.62K Sell
779
-31
-4% -$378 ﹤0.01% 1767
2024
Q1 		$12.2K Sell
810
-19
-2% -$345 ﹤0.01% 1640
2023
Q4 		$17.9K Sell
829
-205
-20% -$3.78K ﹤0.01% 1521
2023
Q3 		$19.2K Sell
1,034
-33
-3% -$770 ﹤0.01% 1448
2023
Q2 		$27K Buy
1,067
+32
+3% +$805 ﹤0.01% 1344
2023
Q1 		$26.8K Buy
1,035
+1
+0.1% +$27 ﹤0.01% 1366
2022
Q4 		$24.5K Buy
1,034
+120
+13% +$3.24K ﹤0.01% 1395
2022
Q3 		$23K Buy
914
+55
+6% +$1.93K ﹤0.01% 1262
2022
Q2 		$29K Buy
859
+342
+66% +$14.5K ﹤0.01% 1312
2022
Q1 		$37K Sell
517
-11,913
-96% -$858K ﹤0.01% 1255
2021
Q4 		$1.14M Buy
12,430
+1,212
+11% +$145K 0.06% 297
2021
Q3 		$1.42M Buy
11,218
+1,955
+21% +$285K 0.09% 228
2021
Q2 		$1.54M Buy
9,263
+3,334
+56% +$540K 0.1% 206
2021
Q1 		$1.08M Buy
5,929
+349
+6% +$81K 0.08% 249
2020
Q4 		$1.12M Buy
5,580
+1,037
+23% +$211K 0.08% 209
2020
Q3 		$996K Buy
4,543
+1,438
+46% +$305K 0.09% 196
2020
Q2 		$593K Buy
3,105
+854
+38% +$150K 0.06% 264
2020
Q1 		$349K Sell
2,251
-93
-4% -$10.8K 0.04% 335
2019
Q4 		$196K Buy
2,344
+1,109
+90% +$84.4K 0.02% 513
2019
Q3 		$84K Buy
1,235
+683
+124% +$45K 0.02% 479
2019
Q2 		$37K Buy
552
+112
+25% +$6.53K ﹤0.01% 977
2019
Q1 		$24K Sell
440
-6
-1% -$366 ﹤0.01% 1197
2018
Q4 		$22K Buy
+446
New +$27.3K ﹤0.01% 1116

Other funds holding TDOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concourse Financial Group Securities's TDOC Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Teladoc Health (TDOC) in Q1 2025, closing a stake of 679 shares — an estimated $6.71K sold.

Concourse Financial Group Securities first reported a position in TDOC in Q4 2018 and held it in 25 quarters. The position peaked at $1.54M in Q2 2021. 384 funds tracked by Wall St. Rank hold TDOC as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Teladoc Health position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 679 Teladoc Health shares in Q1 2025, an estimated $6.71K.
  • Concourse Financial Group Securities first reported a position in Teladoc Health in Q4 2018 and held it in 25 quarters.
  • Concourse Financial Group Securities's Teladoc Health position peaked at $1.54M in Q2 2021.
  • 384 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.