Fairhaven Wealth Management’s Teladoc Health TDOC Stock Holding History

Fairhaven Wealth Management’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 Q2	–	Sell	-18,266	Closed	-$276K	–	126
2024 Q1	$276K	Hold	18,266	–	–	0.09%	92
2023 Q4	$394K	Sell	18,266 -186	-1%	-$3.43K	0.14%	68
2023 Q3	$343K	Hold	18,452	–	–	0.14%	74
2023 Q2	$467K	Buy	+18,452	New	+$464K	0.18%	64
2022 Q4	$438K	Sell	18,508 -12,243	-40%	-$330K	0.19%	57
2022 Q3	$780K	Buy	30,751 +4	+0%	+$140	0.35%	45
2022 Q2	$1.02M	Hold	30,747	–	–	0.48%	39
2022 Q1	$2.22M	Buy	30,747 +12	+0%	+$864	0.9%	27
2021 Q4	$2.82M	Hold	30,735	–	–	1.1%	24
2021 Q3	$3.9M	Hold	30,735	–	–	1.61%	14
2021 Q2	$5.11M	Hold	30,735	–	–	2.04%	9
2021 Q1	$5.59M	Sell	30,735 -9	-0%	-$2.09K	2.34%	9
2020 Q4	$6.15M	Buy	+30,744	New	+$6.25M	2.71%	10

Other funds holding TDOC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Fairhaven Wealth Management's TDOC Position: Q2 2024 in Review

Fairhaven Wealth Management sold out of Teladoc Health (TDOC) in Q2 2024, closing a stake of 18,266 shares — an estimated $276K sold.

Fairhaven Wealth Management first reported a position in TDOC in Q4 2020 and held it in 13 quarters. The position peaked at $6.15M in Q4 2020. 407 funds tracked by Wall St. Rank hold TDOC as of Q2 2024.

Fairhaven Wealth Management reported no remaining Teladoc Health position as of Q2 2024 after selling out during the quarter.
Fairhaven Wealth Management sold 18,266 Teladoc Health shares in Q2 2024, an estimated $276K.
Fairhaven Wealth Management first reported a position in Teladoc Health in Q4 2020 and held it in 13 quarters.
Fairhaven Wealth Management's Teladoc Health position peaked at $6.15M in Q4 2020.
407 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2024.

Based on Fairhaven Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.