Fiduciary Alliance’s Teladoc Health TDOC Stock Holding History

Fiduciary Alliance’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 Q3	–	Sell	-27	Closed	-$684	–	859
2023 Q2	$684	Buy	+27	New	+$680	﹤0.01%	900
2023 Q1	–	Sell	-27	Closed	-$639	–	788
2022 Q4	$639	Buy	+27	New	+$728	﹤0.01%	834

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 $3.38T AUM 44.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fiduciary Alliance's TDOC Position: Q3 2023 in Review

Fiduciary Alliance sold out of Teladoc Health (TDOC) in Q3 2023, closing a stake of 27 shares — an estimated $684 sold.

Fiduciary Alliance first reported a position in TDOC in Q4 2022 and held it in 2 quarters. The position peaked at $684 in Q2 2023. 436 funds tracked by Wall St. Rank hold TDOC as of Q3 2023.

Fiduciary Alliance reported no remaining Teladoc Health position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 27 Teladoc Health shares in Q3 2023, an estimated $684.
Fiduciary Alliance first reported a position in Teladoc Health in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's Teladoc Health position peaked at $684 in Q2 2023.
436 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.