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Foundations Investment Advisors’s Teladoc Health TDOC Stock Holding History

Foundations Investment 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
2024
Q3 		– Sell
-58,934
Closed -$576K – 861
2024
Q2 		$576K Buy
58,934
+29,646
+101% +$362K 0.01% 467
2024
Q1 		$442K Buy
29,288
+7,690
+36% +$140K 0.01% 493
2023
Q4 		$429K Buy
21,598
+1,072
+5% +$19.8K 0.01% 474
2023
Q3 		$382K Buy
20,526
+5,128
+33% +$120K 0.01% 454
2023
Q2 		$390K Buy
15,398
+750
+5% +$18.9K 0.01% 412
2023
Q1 		$379K Buy
14,648
+669
+5% +$17.9K 0.01% 363
2022
Q4 		$331K Buy
13,979
+2,298
+20% +$62K 0.01% 330
2022
Q3 		$296K Buy
11,681
+29
+0.2% +$1.02K 0.01% 322
2022
Q2 		$452K Buy
11,652
+398
+4% +$16.9K 0.02% 242
2022
Q1 		$734K Buy
11,254
+747
+7% +$53.8K 0.03% 154
2021
Q4 		$860K Buy
10,507
+3,801
+57% +$454K 0.03% 138
2021
Q3 		$834K Buy
6,706
+4,439
+196% +$646K 0.04% 126
2021
Q2 		$360K Buy
+2,267
New +$367K 0.02% 212

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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Foundations Investment Advisors's TDOC Position: Q3 2024 in Review

Foundations Investment Advisors sold out of Teladoc Health (TDOC) in Q3 2024, closing a stake of 58,934 shares — an estimated $576K sold.

Foundations Investment Advisors first reported a position in TDOC in Q2 2021 and held it in 13 quarters. The position peaked at $860K in Q4 2021. 366 funds tracked by Wall St. Rank hold TDOC as of Q3 2024.

  • Foundations Investment Advisors reported no remaining Teladoc Health position as of Q3 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 58,934 Teladoc Health shares in Q3 2024, an estimated $576K.
  • Foundations Investment Advisors first reported a position in Teladoc Health in Q2 2021 and held it in 13 quarters.
  • Foundations Investment Advisors's Teladoc Health position peaked at $860K in Q4 2021.
  • 366 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2024.

Based on Foundations Investment Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.