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Financial Advocates Investment Management’s Teladoc Health TDOC Stock Holding History

Financial Advocates Investment 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
-13,530
Closed -$204K – 821
2024
Q1 		$204K Sell
13,530
-2,986
-18% -$54.2K 0.01% 712
2023
Q4 		$356K Sell
16,516
-2,208
-12% -$40.7K 0.02% 503
2023
Q3 		$348K Sell
18,724
-1,357
-7% -$31.7K 0.03% 490
2023
Q2 		$508K Sell
20,081
-1,931
-9% -$48.6K 0.04% 402
2023
Q1 		$570K Sell
22,012
-1,922
-8% -$51.4K 0.04% 406
2022
Q4 		$566K Sell
23,934
-680
-3% -$18.3K 0.04% 421
2022
Q3 		$624K Sell
24,614
-300
-1% -$10.5K 0.05% 357
2022
Q2 		$827K Buy
24,914
+10,016
+67% +$425K 0.07% 299
2022
Q1 		$1.07M Buy
14,898
+655
+5% +$47.2K 0.07% 288
2021
Q4 		$1.31M Buy
14,243
+2,125
+18% +$254K 0.08% 276
2021
Q3 		$1.54M Buy
12,118
+406
+3% +$59.1K 0.1% 232
2021
Q2 		$1.95M Buy
11,712
+869
+8% +$141K 0.13% 189
2021
Q1 		$1.97M Sell
10,843
-884
-8% -$205K 0.14% 179
2020
Q4 		$2.35M Buy
11,727
+325
+3% +$66.1K 0.16% 147
2020
Q3 		$2.5M Buy
11,402
+150
+1% +$31.8K 0.21% 95
2020
Q2 		$2.15M Buy
11,252
+116
+1% +$20.3K 0.2% 117
2020
Q1 		$1.73M Buy
11,136
+140
+1% +$16.3K 0.25% 110
2019
Q4 		$921K Buy
10,996
+1,457
+15% +$111K 0.1% 221
2019
Q3 		$646K Buy
9,539
+1,045
+12% +$68.8K 0.07% 251
2019
Q2 		$564K Buy
8,494
+125
+1% +$7.29K 0.07% 263
2019
Q1 		$465K Buy
8,369
+85
+1% +$5.19K 0.06% 285
2018
Q4 		$411K Buy
8,284
+2,990
+56% +$183K 0.06% 277
2018
Q3 		$457K Buy
5,294
+1,116
+27% +$79.5K 0.05% 302
2018
Q2 		$248K Buy
+4,178
New +$204K 0.03% 414

Other funds holding TDOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Financial Advocates Investment Management's TDOC Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of Teladoc Health (TDOC) in Q2 2024, closing a stake of 13,530 shares — an estimated $204K sold.

Financial Advocates Investment Management first reported a position in TDOC in Q2 2018 and held it in 24 quarters. The position peaked at $2.5M in Q3 2020. 406 funds tracked by Wall St. Rank hold TDOC as of Q2 2024.

  • Financial Advocates Investment Management reported no remaining Teladoc Health position as of Q2 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 13,530 Teladoc Health shares in Q2 2024, an estimated $204K.
  • Financial Advocates Investment Management first reported a position in Teladoc Health in Q2 2018 and held it in 24 quarters.
  • Financial Advocates Investment Management's Teladoc Health position peaked at $2.5M in Q3 2020.
  • 406 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.