Delos Wealth Advisors’s Teladoc Health TDOC Stock Holding History

Delos 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 Q4	–	Sell	-5	Closed	-$114	–	381
2023 Q3	$114	Hold	5	–	–	﹤0.01%	364
2023 Q2	$127	Hold	5	–	–	﹤0.01%	362
2023 Q1	$130	Hold	5	–	–	﹤0.01%	375
2022 Q4	$118	Hold	5	–	–	﹤0.01%	384
2022 Q3	$0	Hold	5	–	–	﹤0.01%	377
2022 Q2	$0	Hold	5	–	–	﹤0.01%	261
2022 Q1	$0	Hold	5	–	–	﹤0.01%	411
2021 Q4	$0	Hold	5	–	–	﹤0.01%	474
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	196
2021 Q2	$1K	Buy	+5	New	+$810	﹤0.01%	177

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Delos Wealth Advisors's TDOC Position: Q4 2023 in Review

Delos Wealth Advisors sold out of Teladoc Health (TDOC) in Q4 2023, closing a stake of 5 shares — an estimated $114 sold.

Delos Wealth Advisors first reported a position in TDOC in Q2 2021 and held it in 10 quarters. The position peaked at $1K in Q3 2021. 435 funds tracked by Wall St. Rank hold TDOC as of Q4 2023.

Delos Wealth Advisors reported no remaining Teladoc Health position as of Q4 2023 after selling out during the quarter.
Delos Wealth Advisors sold 5 Teladoc Health shares in Q4 2023, an estimated $114.
Delos Wealth Advisors first reported a position in Teladoc Health in Q2 2021 and held it in 10 quarters.
Delos Wealth Advisors's Teladoc Health position peaked at $1K in Q3 2021.
435 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2023.

Based on Delos Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.