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Crestwood Advisors Group’s Teladoc Health TDOC Stock Holding History

Crestwood Advisors Group’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
2026
Q1 		$93.6K Buy
+17,172
New +$96.3K ﹤0.01% 758
2022
Q1 		– Sell
-2,605
Closed -$239K – 309
2021
Q4 		$239K Sell
2,605
-500
-16% -$59.8K 0.01% 271
2021
Q3 		$394K Sell
3,105
-1,620
-34% -$236K 0.01% 211
2021
Q2 		$786K Sell
4,725
-1,158
-20% -$188K 0.02% 169
2021
Q1 		$1.07M Sell
5,883
-232
-4% -$53.8K 0.03% 147
2020
Q4 		$1.22M Buy
6,115
+3,718
+155% +$756K 0.04% 136
2020
Q3 		$526K Buy
2,397
+375
+19% +$79.4K 0.02% 166
2020
Q2 		$386K Buy
2,022
+645
+47% +$113K 0.02% 179
2020
Q1 		$213K Buy
+1,377
New +$160K 0.01% 203

Other funds holding TDOC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.75B AUM 1.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return