Glassman Wealth Services’s Teladoc Health TDOC Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-168	Closed	-$3.62K	–	1630
2023 Q4	$3.62K	Buy	168 +161	+2,300%	+$2.97K	﹤0.01%	1166
2023 Q3	$130	Sell	7 -183	-96%	-$4.27K	﹤0.01%	1952
2023 Q2	$4.81K	Sell	190 -200	-51%	-$5.03K	﹤0.01%	1007
2023 Q1	$10.1K	Buy	390 +278	+248%	+$7.44K	﹤0.01%	818
2022 Q4	$2.65K	Sell	112 -66	-37%	-$1.78K	﹤0.01%	1191
2022 Q3	$5K	Buy	178 +31	+21%	+$1.09K	﹤0.01%	1009
2022 Q2	$5K	Buy	147 +124	+539%	+$5.27K	﹤0.01%	1026
2022 Q1	$2K	Sell	23 -11	-32%	-$792	﹤0.01%	1270
2021 Q4	$3K	Sell	34 -3	-8%	-$359	﹤0.01%	1137
2021 Q3	$5K	Buy	37 +6	+19%	+$874	﹤0.01%	986
2021 Q2	$5K	Sell	31 -17	-35%	-$2.75K	﹤0.01%	939
2021 Q1	$9K	Buy	48 +10	+26%	+$2.32K	﹤0.01%	747
2020 Q4	$8K	Hold	38	–	–	﹤0.01%	777
2020 Q3	$8K	Hold	38	–	–	﹤0.01%	679
2020 Q2	$7K	Buy	38 +33	+660%	+$5.78K	﹤0.01%	570
2020 Q1	$1K	Buy	5 +1	+25%	+$116	﹤0.01%	990
2019 Q4	$0	Hold	4	–	–	﹤0.01%	1476
2019 Q3	$0	Buy	+4	New	+$263	﹤0.01%	1360

Other funds holding TDOC

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

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 $154B AUM 29.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Man Group London, United Kingdom $48.2B AUM 24.23% 1-Year Est. Return