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Forum Financial Management’s Teladoc Health TDOC Stock Holding History

Forum Financial 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
2022
Q2 		– Sell
-3,094
Closed -$223K – 647
2022
Q1 		$223K Buy
3,094
+390
+14% +$28.1K 0.01% 523
2021
Q4 		$248K Buy
+2,704
New +$323K 0.01% 511

Other funds holding TDOC

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return

Forum Financial Management's TDOC Position: Q2 2022 in Review

Forum Financial Management sold out of Teladoc Health (TDOC) in Q2 2022, closing a stake of 3,094 shares — an estimated $223K sold.

Forum Financial Management first reported a position in TDOC in Q4 2021 and held it in 2 quarters. The position peaked at $248K in Q4 2021. 550 funds tracked by Wall St. Rank hold TDOC as of Q2 2022.

  • Forum Financial Management reported no remaining Teladoc Health position as of Q2 2022 after selling out during the quarter.
  • Forum Financial Management sold 3,094 Teladoc Health shares in Q2 2022, an estimated $223K.
  • Forum Financial Management first reported a position in Teladoc Health in Q4 2021 and held it in 2 quarters.
  • Forum Financial Management's Teladoc Health position peaked at $248K in Q4 2021.
  • 550 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2022.

Based on Forum Financial Management's 13F filing for Q2 2022, filed 15 Aug 2022.